Beaumont Financial Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 27,129 shares of PFXF stock, worth $475,842. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,129
Previous 26,859 1.01%
Holding current value
$475,842
Previous $459,000 5.01%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$17.13 - $17.98 $4,625 - $4,854
270 Added 1.01%
27,129 $482,000
Q2 2025

Jul 16, 2025
BUY
$15.52 - $17.13 $248 - $274
16 Added 0.06%
26,859 $459,000
Q1 2025

May 12, 2025
BUY
$16.76 - $17.69 $449,888 - $474,852
26,843 New
26,843 $449,000
Q2 2023

Aug 02, 2023
BUY
$16.91 - $17.69 $84,769 - $88,679
5,013 Added 30.57%
21,411 $378,000
Q1 2023

May 08, 2023
SELL
$16.81 - $18.58 $7,850 - $8,676
-467 Reduced 2.77%
16,398 $289,000
Q4 2022

Jan 25, 2023
BUY
$16.39 - $17.65 $276,417 - $297,667
16,865 New
16,865 $0

Others Institutions Holding PFXF

# of Institutions
202
Shares Held
31.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR PREFERRED SECURI

PFXF Quotes by TradingView
  • Ticker PFXF
  • Sector ETFs
  • Industry ETFs
More about PFXF
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