Mbl Wealth, LLC Principal Spectrum Pfd Secs Ac Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

A detailed history of Mbl Wealth, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Mbl Wealth, LLC holds 23,000 shares of PREF stock, worth $439,300. This represents 0.04% of its overall portfolio holdings.

Number of Shares

23,000

Holding current value

$439,300

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 16, 2025	BUY	$18.86 - $19.16 $433,780 - $440,680	23,000 New	23,000 $440,000

Others Institutions Holding PREF

# of Institutions

130

Shares Held

52.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

10.2M
Shares

$195 Million
0.01% of portfolio
Ubs Group Ag

6.92M
Shares

$132 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.16M
Shares

$118 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.25M
Shares

$62.1 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

3.07M
Shares

$58.7 Million
0.01% of portfolio

View Full List

About PRINCIPAL SPECTRUM PFD SECS AC

Ticker PREF
Sector ETFs
Industry ETFs

More about PREF

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