Cliftonlarsonallen Wealth Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $6.31 Billion
  • Q3 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 55,610 shares of PREF stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
55,610
Previous 43,885 26.72%
Holding current value
$1.06 Million
Previous $832,000 27.88%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$18.86 - $19.16 $221,133 - $224,651
11,725 Added 26.72%
55,610 $1.06 Million
Q2 2025

Jul 18, 2025
BUY
$18.21 - $18.97 $799,145 - $832,498
43,885 New
43,885 $832,000
Q4 2023

Jan 16, 2024
BUY
$16.33 - $17.54 $761,451 - $817,872
46,629 Added 178.19%
72,797 $1.27 Million
Q3 2023

Oct 13, 2023
BUY
$16.72 - $17.3 $437,528 - $452,706
26,168 New
26,168 $441,000

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
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