Gilliland Jeter Wealth Management LLC Principal Spectrum Pfd Secs Ac Transaction History

Gilliland Jeter Wealth Management LLC

$287 Billion
Q3 2024

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 82,412 shares of PREF stock, worth $1.54 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

82,412

Previous 80,877 1.9%

Holding current value

$1.54 Million

Previous $1.47 Billion 1.51%

% of portfolio

0.52%

Previous 0.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$18.19 - $18.81 $24,010 - $24,829	-1,320 Reduced 1.6%	81,092 $1.53 Billion
Q3 2024 Oct 17, 2024	BUY	$18.19 - $18.81 $27,921 - $28,873	1,535 Added 1.9%	82,412 $1.5 Billion
Q2 2024 Jul 24, 2024	SELL	$17.82 - $18.34 $27,353 - $28,151	-1,535 Reduced 1.86%	80,877 $1.47 Billion
Q1 2024 May 02, 2024	SELL	$17.42 - $18.17 $61,179 - $63,813	-3,512 Reduced 4.09%	82,412 $1.5 Billion
Q4 2023 Feb 02, 2024	BUY	$16.33 - $17.54 $1.4 Million - $1.51 Million	85,924 New	85,924 $1.5 Billion

Others Institutions Holding PREF

# of Institutions

Shares Held

40.4M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL SPECTRUM PFD SECS AC

Ticker PREF
Sector ETFs
Industry ETFs

More about PREF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gilliland Jeter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gilliland Jeter Wealth Management LLC with notifications on news.

Account

Gilliland Jeter Wealth Management LLC Principal Spectrum Pfd Secs Ac Transaction History