Core Wealth Advisors, Inc. Principal Spectrum Pfd Secs Ac Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding PREF
# of Institutions
131Shares Held
52.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$195 Million0.01% of portfolio
-
Ubs Group Ag6.92MShares$132 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.16MShares$117 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.25MShares$62 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.07MShares$58.6 Million0.01% of portfolio