Heritage Wealth Management, Inc. Principal Spectrum Pfd Secs Ac Transaction History

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 25,300 shares of PREF stock, worth $483,230. This represents 0.16% of its overall portfolio holdings.

Number of Shares
25,300
Previous 25,300 -0.0%
Holding current value
$483,230
Previous $473 Million 1.44%
% of portfolio
0.16%
Previous 0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$18.59 - $18.8 $470,327 - $475,640
25,300 New
25,300 $471 Million

Others Institutions Holding PREF

# of Institutions
129
Shares Held
52.6M
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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