Concurrent Investment Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
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 333,264 shares of PFXF stock, worth $5.85 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
333,264
Previous 318,686
4.57%
Holding current value
$5.85 Million
Previous $5.46 Billion
8.54%
% of portfolio
0.1%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding PFXF
# of Institutions
202Shares Held
31.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.14MShares$72.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.73MShares$47.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.58MShares$45.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.76MShares$30.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$30.8 Million0.01% of portfolio