Marshall Financial Group LLC Vaneck ETF Tr Preferred Securi Transaction History

Marshall Financial Group LLC

$408 Million
Q4 2024

A detailed history of Marshall Financial Group LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Marshall Financial Group LLC holds 62,855 shares of PFXF stock, worth $1.07 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

62,855

Previous 62,509 0.55%

Holding current value

$1.07 Million

Previous $1.14 Million 5.0%

% of portfolio

0.27%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$17.21 - $18.41 $5,954 - $6,369	346 Added 0.55%	62,855 $1.08 Million
Q3 2024 Oct 16, 2024	BUY	$17.02 - $18.39 $1.06 Million - $1.15 Million	62,509 New	62,509 $1.14 Million
Q4 2022 Feb 01, 2023	SELL	$16.39 - $17.65 $95,488 - $102,828	-5,826 Reduced 29.77%	13,746 $229,000
Q3 2022 Oct 12, 2022	SELL	$17.16 - $19.59 $29,772 - $33,988	-1,735 Reduced 8.14%	19,572 $337,000
Q2 2022 Jul 25, 2022	SELL	$17.74 - $20.35 $32,233 - $36,975	-1,817 Reduced 7.86%	21,307 $386,000
Q1 2022 May 10, 2022	SELL	$19.51 - $21.82 $4,331 - $4,844	-222 Reduced 0.95%	23,124 $475,000
Q4 2021 Jan 27, 2022	SELL	$21.0 - $21.94 $33,369 - $34,862	-1,589 Reduced 6.37%	23,346 $511,000
Q3 2021 Oct 28, 2021	BUY	$21.03 - $21.7 $524,383 - $541,089	24,935 New	24,935 $529,000

Others Institutions Holding PFXF

# of Institutions

208

Shares Held

35.2M

Call Options Held

13.4K

Put Options Held

2.4K

View Full List

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Account

Marshall Financial Group LLC Vaneck ETF Tr Preferred Securi Transaction History