Lifeworks Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 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 71,789 shares of PREF stock, worth $1.37 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
71,789
Previous 73,375 2.16%
Holding current value
$1.37 Million
Previous $1.39 Million 1.22%
% of portfolio
0.19%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$18.86 - $19.16 $29,911 - $30,387
-1,586 Reduced 2.16%
71,789 $1.37 Million
Q2 2025

Aug 04, 2025
SELL
$18.21 - $18.97 $55,485 - $57,801
-3,047 Reduced 3.99%
73,375 $1.39 Million
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

# of Institutions
132
Shares Held
56.5M
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
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