A detailed history of Cape Investment Advisory, Inc. transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 453 shares of PREF stock, worth $8,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
453
Previous 535 15.33%
Holding current value
$8,652
Previous $10 Million 14.11%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025

SELL
$18.21 - $18.97 $1,493 - $1,555
-82 Reduced 15.33%
453 $8.59 Million
Q1 2025

May 16, 2025

SELL
$18.55 - $18.81 $1,632 - $1,655
-88 Reduced 14.13%
535 $10 Million
Q4 2024

Feb 05, 2025

BUY
$18.59 - $18.8 $11,581 - $11,712
623 New
623 $11.6 Million

Others Institutions Holding PREF

About PRINCIPAL SPECTRUM PFD SECS AC


  • Ticker PREF
  • Sector ETFs
  • Industry ETFs
More about PREF
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