Sax Wealth Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 189,559 shares of PFXF stock, worth $3.35 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
189,559
Previous 183,708
3.18%
Holding current value
$3.35 Million
Previous $3.18 Million
8.9%
% of portfolio
0.31%
Previous 0.31%
Shares
4 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