Smartleaf Asset Management LLC Principal Spectrum Pfd Secs Ac Transaction History

Smartleaf Asset Management LLC

$1.04 Trillion
Q1 2025

A detailed history of Smartleaf Asset Management LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 70,734 shares of PREF stock, worth $1.33 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

70,734

Previous 55,109 28.35%

Holding current value

$1.33 Million

Previous $1.03 Billion 29.15%

% of portfolio

0.13%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$18.55 - $18.81 $289,843 - $293,906	15,625 Added 28.35%	70,734 $1.32 Billion
Q4 2024 Feb 05, 2025	BUY	$18.59 - $18.8 $184,598 - $186,684	9,930 Added 21.98%	55,109 $1.03 Billion
Q3 2024 Nov 13, 2024	BUY	$18.19 - $18.81 $176,133 - $182,137	9,683 Added 27.28%	45,179 $851 Million
Q2 2024 Aug 13, 2024	BUY	$17.82 - $18.34 $240,053 - $247,058	13,471 Added 61.16%	35,496 $651 Million
Q1 2024 Oct 07, 2024	SELL	$17.42 - $18.17 $234,664 - $244,768	-13,471 Reduced 37.95%	22,025 $400 Million
Q1 2024 May 02, 2024	BUY	$17.42 - $18.17 $60,412 - $63,013	3,468 Added 18.69%	22,025 $385 Million
Q4 2023 Feb 12, 2024	BUY	$16.33 - $17.54 $303,035 - $325,489	18,557 New	18,557 $325 Million

Others Institutions Holding PREF

# of Institutions

119

Shares Held

50.9M

Call Options Held

Put Options Held

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About PRINCIPAL SPECTRUM PFD SECS AC

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Smartleaf Asset Management LLC Principal Spectrum Pfd Secs Ac Transaction History