Cornerstone Wealth Group, LLC Principal Spectrum Pfd Secs Ac Transaction History
Cornerstone Wealth Group, LLC
- $1.21 Billion
- Q2 2024
A detailed history of Cornerstone Wealth Group, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 702,701 shares of PREF stock, worth $13.2 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
702,701
Previous 694,902
1.12%
Holding current value
$13.2 Million
Previous $12.6 Million
1.51%
% of portfolio
1.06%
Previous 1.1%
Shares
9 transactions
Others Institutions Holding PREF
# of Institutions
92Shares Held
39.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.31MShares$137 Million0.01% of portfolio
-
Ubs Group Ag6.31MShares$119 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.01MShares$94.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY4.61MShares$86.8 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$33.7 Million0.01% of portfolio