Sheets Smith Wealth Management Vaneck ETF Tr Preferred Securi Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
A detailed history of Sheets Smith Wealth Management transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Sheets Smith Wealth Management holds 82,521 shares of PFXF stock, worth $1.46 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
82,521
Previous 82,914
0.47%
Holding current value
$1.46 Million
Previous $1.43 Million
5.02%
% of portfolio
0.19%
Previous 0.17%
Shares
16 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