Meadow Brook Investment Advisors LLC Wells Fargo Conv Pfd Transaction History

Meadow Brook Investment Advisors LLC

  • $107 Billion
  • Q1 2025
Number of Shares
784
Previous 774 1.29%
Holding current value
$941 Million
Previous $924 Million 1.84%
% of portfolio
0.88%
Previous 0.82%

Shares

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

Apr 30, 2025
BUY
N/A
10 Added 1.29%
784 $941 Million
Q4 2024

Jan 29, 2025
BUY
N/A
12 Added 1.57%
774 $924 Million
Q3 2024

Nov 06, 2024
SELL
N/A
-5 Reduced 0.65%
762 $977 Million
Q2 2024

Jul 23, 2024
BUY
N/A
1 Added 0.13%
767 $912 Million
Q1 2024

Apr 30, 2024
BUY
N/A
13 Added 1.73%
766 $934 Million
Q4 2023

Feb 06, 2024
BUY
N/A
753 New
753 $900 Million
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