Wealth Enhancement Advisory Services, LLC Principal Spectrum Pfd Secs Ac Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,143,058 shares of PREF stock, worth $21.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,143,058

Previous 1,292,252 11.55%

Holding current value

$21.4 Million

Previous $23.5 Million 8.68%

% of portfolio

0.05%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$18.19 - $18.81 $2.71 Million - $2.81 Million	-149,194 Reduced 11.55%	1,143,058 $21.5 Million
Q2 2024 Jul 16, 2024	BUY	$17.82 - $18.34 $1.95 Million - $2 Million	109,322 Added 9.24%	1,292,252 $23.5 Million
Q1 2024 Apr 15, 2024	BUY	$17.42 - $18.17 $4.79 Million - $5 Million	275,035 Added 30.29%	1,182,930 $21.5 Million
Q4 2023 Jan 30, 2024	BUY	$16.33 - $17.54 $2.37 Million - $2.54 Million	144,982 Added 19.0%	907,895 $15.9 Million
Q3 2023 Nov 13, 2023	BUY	$16.72 - $17.3 $12.8 Million - $13.2 Million	762,913 New	762,913 $12.9 Million

Others Institutions Holding PREF

# of Institutions

Shares Held

40.5M

Call Options Held

Put Options Held

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About PRINCIPAL SPECTRUM PFD SECS AC

Ticker PREF
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Wealth Enhancement Advisory Services, LLC Principal Spectrum Pfd Secs Ac Transaction History