Core Wealth Advisors, Inc. Principal Spectrum Pfd Secs Ac Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding PREF
# of Institutions
127Shares Held
51.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$174 Million0.01% of portfolio
-
Ubs Group Ag7.05MShares$133 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.11MShares$115 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.14MShares$59.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.09MShares$58.5 Million0.01% of portfolio