Ever Source Wealth Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 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 $9,871. This represents 0.0% of its overall portfolio holdings.
Number of Shares
559
Previous 1,322
57.72%
Holding current value
$9,871
Previous $22,000
54.55%
% of portfolio
0.0%
Previous 0.0%
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