Ever Source Wealth Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 559 shares of PFXF stock, worth $9,715. This represents 0.0% of its overall portfolio holdings.
Number of Shares
559
Previous 559
-0.0%
Holding current value
$9,715
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PFXF
# of Institutions
207Shares Held
35.1MCall Options Held
13.4KPut Options Held
2.4K-
Bank Of America Corp Charlotte, NC3.37MShares$58.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.75MShares$47.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$43.3 Million0.02% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.21MShares$38.3 Million29.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$37.7 Million0.02% of portfolio