Investment Partners, Ltd. Principal Spectrum Pfd Secs Ac Transaction History

Investment Partners, Ltd.

$239 Million
Q1 2025

A detailed history of Investment Partners, Ltd. transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Investment Partners, Ltd. holds 126,908 shares of PREF stock, worth $2.37 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

126,908

Previous 137,131 7.45%

Holding current value

$2.37 Million

Previous $2.55 Million 7.01%

% of portfolio

0.99%

Previous 1.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$18.55 - $18.81 $189,636 - $192,294	-10,223 Reduced 7.45%	126,908 $2.37 Million
Q3 2024 Nov 04, 2024	SELL	$18.19 - $18.81 $33,578 - $34,723	-1,846 Reduced 1.33%	137,131 $2.58 Million
Q2 2024 Aug 07, 2024	BUY	$17.82 - $18.34 $137,445 - $141,456	7,713 Added 5.88%	138,977 $2.53 Million
Q1 2024 Apr 15, 2024	BUY	$17.42 - $18.17 $66,074 - $68,918	3,793 Added 2.98%	131,264 $2.38 Million
Q2 2023 Aug 07, 2023	BUY	$16.31 - $17.04 $3,718 - $3,885	228 Added 0.18%	127,471 $2.16 Million
Q4 2022 Jan 17, 2023	BUY	$16.55 - $17.37 $2.11 Million - $2.21 Million	127,243 New	127,243 $0

Others Institutions Holding PREF

# of Institutions

119

Shares Held

50.9M

Call Options Held

Put Options Held

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About PRINCIPAL SPECTRUM PFD SECS AC

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Investment Partners, Ltd. Principal Spectrum Pfd Secs Ac Transaction History