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

Western Wealth Management, LLC

$1.27 Billion
Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Western Wealth Management, LLC holds 14,079 shares of PFXF stock, worth $244,693. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,079

Previous 14,574 3.4%

Holding current value

$244,693

Previous $250,000 0.4%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$16.5 - $17.64 $288,667 - $308,611	-17,495 Reduced 49.02%	18,195 $304,000

Q3 2022 Nov 04, 2022	SELL	N/A	-600 Reduced 1.65%	35,690 $611,000
Q2 2022 Jul 18, 2022	SELL	N/A	-7,770 Reduced 17.64%	36,290 $658,000
Q1 2022 May 10, 2022	BUY	N/A	44,060 New	44,060 $904,000

Others Institutions Holding PFXF

# of Institutions

179

Shares Held

27.1M

Call Options Held

48.2K

Put Options Held

20.5K

View Full List

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.

Account

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