Mbl Wealth, LLC Principal Spectrum Pfd Secs Ac Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

A detailed history of Mbl Wealth, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Mbl Wealth, LLC holds 23,000 shares of PREF stock, worth $438,839. This represents 0.04% of its overall portfolio holdings.

Number of Shares

23,000

Holding current value

$438,839

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 16, 2025	BUY	$18.86 - $19.16 $433,780 - $440,680	23,000 New	23,000 $440,000

Others Institutions Holding PREF

# of Institutions

132

Shares Held

56.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

10.7M
Shares

$205 Million
0.01% of portfolio
Ubs Group Ag

7.08M
Shares

$135 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.59M
Shares

$126 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.59M
Shares

$68.5 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

3.11M
Shares

$59.3 Million
0.01% of portfolio

View Full List

About PRINCIPAL SPECTRUM PFD SECS AC

Ticker PREF
Sector ETFs
Industry ETFs

More about PREF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account