Warren Averett Asset Management, LLC Principal Spectrum Pfd Secs Ac Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 34,241 shares of PREF stock, worth $652,975. This represents 0.01% of its overall portfolio holdings.

Number of Shares
34,241
Previous 35,574 3.75%
Holding current value
$652,975
Previous $665,000 2.41%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$18.21 - $18.97 $24,273 - $25,287
-1,333 Reduced 3.75%
34,241 $649,000
Q1 2025

May 15, 2025
BUY
$18.55 - $18.81 $659,897 - $669,146
35,574 New
35,574 $665,000

Others Institutions Holding PREF

# of Institutions
131
Shares Held
52.8M
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 Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email