MWM
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Moran Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Moran Wealth Management’s Portfolio PFXF Stock Details PFXF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-291,272
Closed -$5.14M – 410
2023
Q1 		$5.14M Buy
+291,272
New +$5.14M 0.19% 154