Concurrent Investment Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 199,950 shares of PFXF stock, worth $3.48 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

199,950

Previous 225,874 11.48%

Holding current value

$3.48 Million

Previous $4.12 Billion 16.37%

% of portfolio

0.09%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$17.21 - $18.41 $446,152 - $477,260	-25,924 Reduced 11.48%	199,950 $3.45 Billion
Q3 2024 Oct 30, 2024	BUY	$17.02 - $18.39 $877,346 - $947,967	51,548 Added 29.57%	225,874 $4.12 Billion
Q2 2024 Jul 30, 2024	BUY	$16.84 - $17.64 $6,887 - $7,214	409 Added 0.24%	174,326 $3.02 Billion
Q1 2024 May 07, 2024	SELL	$17.16 - $17.98 $56,250 - $58,938	-3,278 Reduced 1.85%	173,917 $3.08 Billion
Q4 2023 Apr 15, 2024	BUY	$15.7 - $17.41 $2.78 Million - $3.08 Million	177,195 New	177,195 $3.04 Billion

Others Institutions Holding PFXF

# of Institutions

187

Shares Held

31.1M

Call Options Held

13.3K

Put Options Held

8.6K

View Full List

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

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Concurrent Investment Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History