Strategic Wealth Advisors Group, LLC Principal Spectrum Pfd Secs Ac Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 156,002 shares of PREF stock, worth $2.92 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
156,002
Previous 139,576 11.77%
Holding current value
$2.92 Million
Previous $2.41 Million 8.68%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
BUY
$16.78 - $18.23 $275,628 - $299,445
16,426 Added 11.77%
156,002 $2.62 Million
Q2 2022

Aug 12, 2022
SELL
$17.18 - $18.98 $32,899 - $36,346
-1,915 Reduced 1.35%
139,576 $2.41 Million
Q1 2022

May 10, 2022
BUY
$18.65 - $20.29 $170,293 - $185,267
9,131 Added 6.9%
141,491 $2.69 Million
Q4 2021

Feb 16, 2022
BUY
$20.12 - $20.65 $406,142 - $416,840
20,186 Added 18.0%
132,360 $2.68 Million
Q3 2021

Nov 17, 2021
BUY
$20.65 - $20.87 $2.32 Million - $2.34 Million
112,174 New
112,174 $2.33 Million

Others Institutions Holding PREF

# of Institutions
110
Shares Held
46.8M
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
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email