Accel Wealth Management Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$32.33 - $37.04 $64 - $74	2 Added 0.7%	286 $9,000
Q4 2022 Jan 26, 2023	BUY	$32.04 - $35.12 $192 - $210	6 Added 2.16%	284 $0
Q3 2022 Oct 12, 2022	BUY	$34.21 - $38.59 $102 - $115	3 Added 1.09%	278 $10,000
Q2 2022 Aug 03, 2022	BUY	$34.49 - $38.69 $172 - $193	5 Added 1.85%	275 $10,000
Q1 2022 Apr 29, 2022	BUY	$37.66 - $42.71 $112 - $128	3 Added 1.12%	270 $10,000
Q4 2021 Jan 18, 2022	BUY	$42.1 - $43.53 $168 - $174	4 Added 1.52%	267 $11,000
Q3 2021 Nov 04, 2021	BUY	$43.1 - $44.18 $172 - $176	4 Added 1.54%	263 $11,000
Q2 2021 Aug 03, 2021	BUY	$42.87 - $44.22 $128 - $132	3 Added 1.17%	259 $11,000
Q1 2021 May 10, 2021	BUY	$42.16 - $44.09 $84 - $88	2 Added 0.79%	256 $11,000
Q4 2020 Jan 27, 2021	BUY	$43.06 - $44.41 $10,937 - $11,280	254 New	254 $11,000

Others Institutions Holding PSK

# of Institutions

180

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

941K
Shares

$31.3 Million
0.0% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$27.9 Million
18.32% of portfolio
Wells Fargo & Company San Francisco, CA

819K
Shares

$27.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

776K
Shares

$25.8 Million
0.01% of portfolio
Cno Financial Group, Inc.

700K
Shares

$23.3 Million
99.49% of portfolio

About SPDR SER TR SPDR ICE PFD SEC E

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