Assetmark, Inc Principal Spectrum Pfd Secs Ac Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Assetmark, Inc holds 2,390 shares of PREF stock, worth $45,649. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,390

Holding current value

$45,649

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$18.21 - $18.97 $43,521 - $45,338	2,390 New	2,390 $45,000

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

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About PRINCIPAL SPECTRUM PFD SECS AC

Ticker PREF
Sector ETFs
Industry ETFs

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