Geneos Wealth Management Inc. Principal Spectrum Pfd Secs Ac Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 794 shares of PREF stock, worth $14,879. This represents 0.0% of its overall portfolio holdings.

Number of Shares
794
Previous 794 -0.0%
Holding current value
$14,879
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$18.19 - $18.81 $14,442 - $14,935
794 New
794 $14,000
Q2 2022

Jul 22, 2022
SELL
$17.18 - $18.98 $4,741 - $5,238
-276 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$18.65 - $20.29 $5,147 - $5,600
276 New
276 $5,000

Others Institutions Holding PREF

# of Institutions
109
Shares Held
46.8M
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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