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
Quarter Operation Price Per share shares change shares Held SEC Form
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
130
Shares Held
52.7M
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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