Bartlett & Co. Wealth Management LLC Vaneck ETF Tr Preferred Securi Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 29,171 shares of PFXF stock, worth $515,159. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29,171
Previous 29,386
0.73%
Holding current value
$515,159
Previous $508 Million
4.78%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PFXF
# of Institutions
188Shares Held
35.3MCall Options Held
13.3KPut Options Held
8.6K-
International Assets Investment Management, LLC Orlando, FL3.85MShares$68 Million0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.42MShares$60.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.16MShares$55.8 Million0.0% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.25MShares$39.8 Million27.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$37.7 Million0.02% of portfolio