Creative Planning Principal Spectrum Pfd Secs Ac Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Creative Planning holds 140,577 shares of PREF stock, worth $2.68 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
140,577
Previous 138,387
1.58%
Holding current value
$2.68 Million
Previous $2.63 Million
2.48%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PREF
# of Institutions
132Shares Held
56.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.7MShares$205 Million0.01% of portfolio
-
Ubs Group Ag7.08MShares$135 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$126 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.59MShares$68.5 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.11MShares$59.3 Million0.01% of portfolio