Sax Wealth Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 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 191,396 shares of PFXF stock, worth $3.38 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

191,396

Previous 189,559 0.97%

Holding current value

$3.38 Million

Previous $3.46 Million 4.62%

% of portfolio

0.26%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$17.21 - $18.41 $31,614 - $33,819	1,837 Added 0.97%	191,396 $3.3 Million
Q3 2024 Oct 17, 2024	BUY	$17.02 - $18.39 $99,584 - $107,599	5,851 Added 3.18%	189,559 $3.46 Million
Q2 2024 Jul 12, 2024	BUY	$16.84 - $17.64 $351,299 - $367,988	20,861 Added 12.81%	183,708 $3.18 Million
Q1 2024 May 13, 2024	BUY	$17.16 - $17.98 $120,102 - $125,842	6,999 Added 4.49%	162,847 $2.88 Million
Q4 2023 Feb 14, 2024	BUY	$15.7 - $17.41 $2.45 Million - $2.71 Million	155,848 New	155,848 $2.68 Million

Others Institutions Holding PFXF

# of Institutions

187

Shares Held

31.3M

Call Options Held

13.3K

Put Options Held

8.6K

View Full List

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

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Sax Wealth Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History