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

$68.2 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.42M
Shares

$60.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$56 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.25M
Shares

$39.9 Million
27.17% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$37.8 Million
0.02% of portfolio

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.