Laidlaw Wealth Management LLC Principal Spectrum Pfd Secs Ac Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 39,105 shares of PREF stock, worth $730,481. This represents 0.39% of its overall portfolio holdings.

Number of Shares
39,105
Previous 37,252 4.97%
Holding current value
$730,481
Previous $678,000 8.41%
% of portfolio
0.39%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$18.19 - $18.81 $33,706 - $34,854
1,853 Added 4.97%
39,105 $735,000
Q2 2024

Aug 01, 2024
BUY
$17.82 - $18.34 $14,042 - $14,451
788 Added 2.16%
37,252 $678,000
Q1 2024

May 15, 2024
BUY
$17.42 - $18.17 $113,230 - $118,105
6,500 Added 21.69%
36,464 $661,000
Q4 2023

Feb 12, 2024
BUY
$16.33 - $17.54 $3,886 - $4,174
238 Added 0.8%
29,964 $524,000
Q3 2023

Nov 13, 2023
BUY
$16.72 - $17.3 $497,018 - $514,259
29,726 New
29,726 $501,000

Others Institutions Holding PREF

# of Institutions
94
Shares Held
40.5M
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
Track This Portfolio

Track Laidlaw Wealth Management LLC Portfolio

Follow Laidlaw Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email