Ibex Wealth Advisors Principal Spectrum Pfd Secs Ac Transaction History
Ibex Wealth Advisors
- $728 Million
- Q1 2025
A detailed history of Ibex Wealth Advisors transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Ibex Wealth Advisors holds 93,464 shares of PREF stock, worth $1.72 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
93,464
Previous 100,136
6.66%
Holding current value
$1.72 Million
Previous $1.86 Million
6.07%
% of portfolio
0.24%
Previous 0.23%
Shares
12 transactions
Others Institutions Holding PREF
# of Institutions
111Shares Held
47.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.9MShares$164 Million0.01% of portfolio
-
Ubs Group Ag6.65MShares$122 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.09MShares$112 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.05MShares$56.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A62.93MShares$54 Million0.01% of portfolio