A detailed history of Atria Wealth Solutions, Inc. transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 108,956 shares of PFXF stock, worth $1.92 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
108,956
Previous 118,275 7.88%
Holding current value
$1.92 Million
Previous $2.05 Million 2.79%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$17.02 - $18.39 $158,609 - $171,376
-9,319 Reduced 7.88%
108,956 $1.99 Million
Q2 2024

Jul 22, 2024

SELL
$16.84 - $17.64 $30,514 - $31,963
-1,812 Reduced 1.51%
118,275 $2.05 Million
Q1 2024

May 13, 2024

BUY
$17.16 - $17.98 $100,059 - $104,841
5,831 Added 5.1%
120,087 $2.12 Million
Q4 2023

Feb 02, 2024

SELL
$15.7 - $17.41 $392,437 - $435,180
-24,996 Reduced 17.95%
114,256 $1.96 Million
Q3 2023

Nov 08, 2023

BUY
$16.71 - $17.63 $138,993 - $146,646
8,318 Added 6.35%
139,252 $2.34 Million
Q2 2023

Aug 03, 2023

BUY
$16.91 - $17.69 $313,866 - $328,344
18,561 Added 16.52%
130,934 $2.31 Million
Q1 2023

Aug 22, 2023

SELL
$16.81 - $18.58 $620,692 - $686,047
-36,924 Reduced 28.2%
94,010 $1.66 Million
Q1 2023

Jun 14, 2023

BUY
$16.81 - $18.58 $308,682 - $341,184
18,363 Added 19.53%
112,373 $1.98 Million
Q1 2023

May 10, 2023

SELL
$16.81 - $18.58 $308,682 - $341,184
-18,363 Reduced 16.34%
94,010 $1.66 Million
Q4 2022

Aug 30, 2023

SELL
$16.39 - $17.65 $304,214 - $327,601
-18,561 Reduced 14.18%
112,373 $1.88 Million
Q4 2022

Feb 13, 2023

SELL
$16.39 - $17.65 $354,630 - $381,893
-21,637 Reduced 16.15%
112,373 $1.88 Million
Q3 2022

Nov 14, 2022

BUY
$17.16 - $19.59 $38,335 - $43,764
2,234 Added 1.7%
134,010 $2.31 Million
Q2 2022

Aug 15, 2022

BUY
$17.74 - $20.35 $39,648 - $45,482
2,235 Added 1.73%
131,776 $2.39 Million
Q1 2022

May 16, 2022

BUY
$19.51 - $21.82 $2.53 Million - $2.83 Million
129,541 New
129,541 $2.66 Million

Others Institutions Holding PFXF

About VANECK ETF TR PREFERRED SECURI


  • Ticker PFXF
  • Sector ETFs
  • Industry ETFs
More about PFXF
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.