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 76,422 shares of PREF stock, worth $1.45 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
76,422
Holding current value
$1.45 Million
% of portfolio
0.24%

Shares

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

May 06, 2025

BUY
$18.55 - $18.81 $1.42 Million - $1.44 Million
76,422 New
76,422 $1.43 Million

Others Institutions Holding PREF

About PRINCIPAL SPECTRUM PFD SECS AC


  • Ticker PREF
  • Sector ETFs
  • Industry ETFs
More about PREF
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.