Cerity Partners LLC Principal Spectrum Pfd Secs Ac Transaction History

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025

A detailed history of Cerity Partners LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Cerity Partners LLC holds 78,346 shares of PREF stock, worth $1.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
78,346
Previous 111,422 29.69%
Holding current value
$1.5 Million
Previous $2.08 Million 28.66%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
$18.21 - $18.97 $602,313 - $627,451
-33,076 Reduced 29.69%
78,346 $1.49 Million
Q1 2025

Apr 30, 2025
BUY
$18.55 - $18.81 $46,375 - $47,025
2,500 Added 2.3%
111,422 $2.08 Million
Q4 2024

Feb 13, 2025
BUY
$18.59 - $18.8 $87,465 - $88,454
4,705 Added 4.51%
108,922 $2.03 Million
Q3 2024

Nov 12, 2024
SELL
$18.19 - $18.81 $50,459 - $52,178
-2,774 Reduced 2.59%
104,217 $1.96 Million
Q2 2024

Aug 13, 2024
SELL
$17.82 - $18.34 $399,078 - $410,724
-22,395 Reduced 17.31%
106,991 $1.95 Million
Q1 2024

May 14, 2024
SELL
$17.42 - $18.17 $623,757 - $650,613
-35,807 Reduced 21.68%
129,386 $2.35 Million
Q4 2023

Jan 26, 2024
SELL
$16.33 - $17.54 $842,889 - $905,344
-51,616 Reduced 23.81%
165,193 $2.89 Million
Q3 2023

Nov 13, 2023
SELL
$16.72 - $17.3 $668,666 - $691,861
-39,992 Reduced 15.57%
216,809 $3.66 Million
Q2 2023

Aug 14, 2023
SELL
$16.31 - $17.04 $240,572 - $251,340
-14,750 Reduced 5.43%
256,801 $4.35 Million
Q1 2023

May 11, 2023
SELL
$16.36 - $18.06 $5.53 Million - $6.1 Million
-337,748 Reduced 55.43%
271,551 $4.61 Million
Q4 2022

Feb 15, 2023
BUY
$16.55 - $17.37 $10.1 Million - $10.6 Million
609,299 New
609,299 $10.4 Million

Others Institutions Holding PREF

# of Institutions
129
Shares Held
52.6M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL SPECTRUM PFD SECS AC

PREF Quotes by TradingView
  • Ticker PREF
  • Sector ETFs
  • Industry ETFs
More about PREF
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email