Vest Gen Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 14,694 shares of PREF stock, worth $271,839. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,694

Holding current value

$271,839

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$18.55 - $18.81 $272,573 - $276,394	14,694 New	14,694 $275 Million

Others Institutions Holding PREF

# of Institutions

121

Shares Held

50.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

9.23M
Shares

$171 Million
0.01% of portfolio
Ubs Group Ag

7.05M
Shares

$130 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.11M
Shares

$113 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.14M
Shares

$58 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

3.09M
Shares

$57.3 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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Vest Gen Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History