Gilliland Jeter Wealth Management LLC Principal Spectrum Pfd Secs Ac Transaction History

Gilliland Jeter Wealth Management LLC

$324 Billion
Q3 2025

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 78,848 shares of PREF stock, worth $1.5 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

78,848

Previous 78,615 0.3%

Holding current value

$1.5 Million

Previous $1.49 Billion 1.2%

% of portfolio

0.47%

Previous 0.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$18.86 - $19.16 $4,394 - $4,464	233 Added 0.3%	78,848 $1.51 Billion
Q2 2025 Jul 24, 2025	SELL	$18.21 - $18.97 $1,420 - $1,479	-78 Reduced 0.1%	78,615 $1.49 Billion
Q1 2025 Apr 29, 2025	SELL	$18.55 - $18.81 $8,143 - $8,257	-439 Reduced 0.55%	78,693 $1.47 Billion
Q4 2024 Jan 28, 2025	SELL	$18.59 - $18.8 $36,436 - $36,848	-1,960 Reduced 2.42%	79,132 $1.47 Billion
Q3 2024 Oct 18, 2024	SELL	$18.19 - $18.81 $24,010 - $24,829	-1,320 Reduced 1.6%	81,092 $1.53 Billion
Q3 2024 Oct 17, 2024	BUY	$18.19 - $18.81 $27,921 - $28,873	1,535 Added 1.9%	82,412 $1.5 Billion
Q2 2024 Jul 24, 2024	SELL	$17.82 - $18.34 $27,353 - $28,151	-1,535 Reduced 1.86%	80,877 $1.47 Billion
Q1 2024 May 02, 2024	SELL	$17.42 - $18.17 $61,179 - $63,813	-3,512 Reduced 4.09%	82,412 $1.5 Billion
Q4 2023 Feb 02, 2024	BUY	$16.33 - $17.54 $1.4 Million - $1.51 Million	85,924 New	85,924 $1.5 Billion

Others Institutions Holding PREF

# of Institutions

133

Shares Held

56.5M

Call Options Held

Put Options Held

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About PRINCIPAL SPECTRUM PFD SECS AC

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Gilliland Jeter Wealth Management LLC Principal Spectrum Pfd Secs Ac Transaction History