Nelson, Van Denburg & Campbell Wealth Management Group, LLC Principal Spectrum Pfd Secs Ac Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$17.18 - $18.98 $125,018 - $138,117	-7,277 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$18.65 - $20.29 $135,716 - $147,650	7,277 New	7,277 $138,000

Others Institutions Holding PREF

# of Institutions

Shares Held

40.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8M
Shares

$150 Million
0.01% of portfolio
Ubs Group Ag

6.52M
Shares

$122 Million
0.03% of portfolio
Morgan Stanley New York, NY

5.29M
Shares

$98.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

4.98M
Shares

$93.1 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.74M
Shares

$32.6 Million
0.01% of portfolio

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