Global Retirement Partners, LLC Principal Spectrum Pfd Secs Ac Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Global Retirement Partners, LLC holds 25,184 shares of PREF stock, worth $473,207. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,184

Previous 43,133 41.61%

Holding current value

$473,207

Previous $811,000 42.29%

% of portfolio

0.01%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$18.59 - $18.8 $333,671 - $337,441	-17,949 Reduced 41.61%	25,184 $468,000
Q3 2024 Oct 16, 2024	BUY	$18.19 - $18.81 $22,664 - $23,437	1,246 Added 2.97%	43,133 $811,000
Q2 2024 Jul 23, 2024	BUY	$17.82 - $18.34 $104,870 - $107,930	5,885 Added 16.35%	41,887 $763,000
Q1 2024 Apr 23, 2024	BUY	$17.42 - $18.17 $66,283 - $69,136	3,805 Added 11.82%	36,002 $653,000
Q4 2023 Jan 18, 2024	BUY	$16.33 - $17.54 $21,686 - $23,293	1,328 Added 4.3%	32,197 $563,000
Q3 2023 Oct 13, 2023	BUY	$16.72 - $17.3 $195,506 - $202,288	11,693 Added 60.98%	30,869 $520,000
Q2 2023 Jul 20, 2023	BUY	$16.31 - $17.04 $5,023 - $5,248	308 Added 1.63%	19,176 $325,000
Q1 2023 May 05, 2023	BUY	$16.36 - $18.06 $308,680 - $340,756	18,868 New	18,868 $320,000
Q3 2022 Nov 03, 2022	BUY	$16.78 - $18.23 $234 - $255	14 Added 1.59%	893 $15,000
Q2 2022 Jul 15, 2022	BUY	$17.18 - $18.98 $51 - $56	3 Added 0.34%	879 $15,000
Q1 2022 Jul 14, 2022	BUY	$18.65 - $20.29 $16,337 - $17,774	876 New	876 $15,000
Q4 2021 Jan 21, 2022	SELL	$20.12 - $20.65 $55,209 - $56,663	-2,744 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$20.65 - $20.87 $351 - $354	17 Added 0.62%	2,744 $57,000
Q2 2021 Jul 15, 2021	BUY	$20.32 - $20.73 $345 - $352	17 Added 0.63%	2,727 $57,000
Q1 2021 Apr 14, 2021	SELL	$20.25 - $20.73 $1,437 - $1,471	-71 Reduced 2.55%	2,710 $55,000
Q4 2020 Jan 13, 2021	SELL	$19.98 - $20.74 $60,079 - $62,365	-3,007 Reduced 51.95%	2,781 $58,000
Q3 2020 Oct 09, 2020	BUY	$19.34 - $20.28 $89,640 - $93,997	4,635 Added 401.99%	5,788 $116,000
Q1 2020 Apr 28, 2020	BUY	$15.88 - $20.7 $9,400 - $12,254	592 Added 105.53%	1,153 $101,000
Q4 2019 Jan 23, 2020	SELL	$19.81 - $20.23 $772 - $788	-39 Reduced 6.5%	561 $56,000
Q3 2019 Nov 19, 2019	BUY	$19.73 - $19.91 $11,838 - $11,946	600 New	600 $60,000

Others Institutions Holding PREF

# of Institutions

110

Shares Held

46.8M

Call Options Held

Put Options Held

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About PRINCIPAL SPECTRUM PFD SECS AC

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Global Retirement Partners, LLC Principal Spectrum Pfd Secs Ac Transaction History