Comprehensive Wealth Management, LLC PFXF Holdings History
Comprehensive Wealth Management, LLC's VanEck Preferred Securities ex Financials ETF Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 2.14 Mil shares of VanEck Preferred Securities ex Financials ETF(PFXF), totaling $35.83 Mil. This investment constitutes 24.93% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 2.02% of the outstanding VanEck Preferred Securities ex Financials ETF(PFXF) stock.
The initial trade took place in 2022Q2. And since then Comprehensive Wealth Management, LLC has made 3 purchases of PFXF, at an average price of $18.17, for a total of 4.21 Mil shares. In addition, there have been 3 sales at an average price of $18.48 for 2.07 Mil shares. Based on historical transaction data and PFXF's current price of $17.33, Comprehensive Wealth Management, LLC's estimated gain on his PFXF holdings is $-1.14 Mil, reflecting a -1.50% gain to date.
Comprehensive Wealth Management, LLC PFXF ($17.33) Holding Chart
Comprehensive Wealth Management, LLC PFXF ($17.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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