Alaethes Wealth LLC Vaneck ETF Tr Preferred Securi Transaction History

Alaethes Wealth LLC

$236 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$17.74 - $20.35 $1,773 - $2,035	-100 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$21.0 - $21.94 $2,100 - $2,194	100 New	100 $2,000

Others Institutions Holding PFXF

# of Institutions

183

Shares Held

34.2M

Call Options Held

19.4K

Put Options Held

6.6K

International Assets Investment Management, LLC Orlando, FL

3.85M
Shares

$68.8 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.62M
Shares

$64.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$51.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.02M
Shares

$36.1 Million
0.02% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

1.7M
Shares

$30.3 Million
21.82% of portfolio

About VANECK ETF TR PREFERRED SECURI

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