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 $1.77 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
93,464
Previous 100,136 6.66%
Holding current value
$1.77 Million
Previous $1.86 Million 6.07%
% of portfolio
0.24%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$18.55 - $18.81 $123,765 - $125,500
-6,672 Reduced 6.66%
93,464 $1.75 Million
Q4 2024

Jan 23, 2025
BUY
$18.59 - $18.8 $1.86 Million - $1.88 Million
100,136 New
100,136 $1.86 Million
Q4 2022

Feb 06, 2023
SELL
$16.55 - $17.37 $288,896 - $303,210
-17,456 Reduced 11.35%
136,274 $2.33 Million
Q3 2022

Oct 31, 2022
SELL
$16.78 - $18.23 $3,490 - $3,791
-208 Reduced 0.14%
153,730 $2.58 Million
Q2 2022

Aug 16, 2022
SELL
$17.18 - $18.98 $33,415 - $36,916
-1,945 Reduced 1.25%
153,938 $2.66 Million
Q1 2022

May 16, 2022
SELL
$18.65 - $20.29 $26,035 - $28,324
-1,396 Reduced 0.89%
155,883 $2.96 Million
Q4 2021

Feb 22, 2022
SELL
$20.12 - $20.65 $649,936 - $667,056
-32,303 Reduced 17.04%
157,279 $3.19 Million
Q3 2021

Nov 12, 2021
SELL
$20.65 - $20.87 $65,832 - $66,533
-3,188 Reduced 1.65%
189,582 $3.93 Million
Q2 2021

Aug 20, 2021
SELL
$20.32 - $20.73 $63,662 - $64,947
-3,133 Reduced 1.6%
192,770 $4 Million
Q1 2021

May 05, 2021
SELL
$20.25 - $20.73 $311,809 - $319,200
-15,398 Reduced 7.29%
195,903 $3.99 Million
Q4 2020

Jan 22, 2021
BUY
$19.98 - $20.74 $169,690 - $176,144
8,493 Added 4.19%
211,301 $4.37 Million
Q3 2020

Oct 23, 2020
BUY
$19.34 - $20.28 $3.92 Million - $4.11 Million
202,808 New
202,808 $4.07 Million

Others Institutions Holding PREF

# of Institutions
124
Shares Held
51.1M
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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