York Bridge Wealth Partners, LLC Vaneck ETF Tr Preferred Securi Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 12, 2018	SELL	N/A	-5,105 Closed	0 $0
Q3 2017 Oct 27, 2017	SELL	N/A	-550 Reduced 9.73%	5,105 $103,000
Q2 2017 Aug 14, 2017	BUY	N/A	5,655	5,655 $114,000

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

About VANECK ETF TR PREFERRED SECURI

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