Lifeworks Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History
Lifeworks Advisors, LLC
- $638 Million
- Q2 2025
A detailed history of Lifeworks Advisors, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 73,375 shares of PREF stock, worth $1.4 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
73,375
Previous 76,422
3.99%
Holding current value
$1.4 Million
Previous $1.43 Million
2.66%
% of portfolio
0.22%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding PREF
# of Institutions
130Shares Held
52.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$195 Million0.01% of portfolio
-
Ubs Group Ag6.92MShares$132 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.16MShares$118 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.25MShares$62.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.07MShares$58.7 Million0.01% of portfolio