Western Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	SELL	$17.16 - $17.98 $8,494 - $8,900	-495 Reduced 3.4%	14,079 $249,000
Q4 2023 Jan 31, 2024	SELL	$15.7 - $17.41 $18,384 - $20,387	-1,171 Reduced 7.44%	14,574 $250,000
Q3 2023 Nov 07, 2023	SELL	$16.71 - $17.63 $35,091 - $37,023	-2,100 Reduced 11.77%	15,745 $264,000
Q1 2023 Aug 30, 2023	SELL	$16.81 - $18.58 $5,883 - $6,502	-350 Reduced 1.92%	17,845 $314,000
Q4 2022 Feb 02, 2023	SELL	$16.39 - $17.65 $286,743 - $308,786	-17,495 Reduced 49.02%	18,195 $304,000
Q3 2022 Nov 04, 2022	SELL	$17.16 - $19.59 $10,296 - $11,754	-600 Reduced 1.65%	35,690 $611,000
Q2 2022 Jul 18, 2022	SELL	$17.74 - $20.35 $137,839 - $158,119	-7,770 Reduced 17.64%	36,290 $658,000
Q1 2022 May 10, 2022	BUY	$19.51 - $21.82 $859,610 - $961,389	44,060 New	44,060 $904,000

Others Institutions Holding PFXF

# of Institutions

188

Shares Held

35.3M

Call Options Held

13.3K

Put Options Held

8.6K

International Assets Investment Management, LLC Orlando, FL

3.85M
Shares

$69.3 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.42M
Shares

$61.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$56.8 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.25M
Shares

$40.5 Million
27.17% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$38.4 Million
0.02% of portfolio

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