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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

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 1,213,739 shares of PREF stock, worth $22.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,213,739
Previous 1,233,237 1.58%
Holding current value
$22.9 Million
Previous $23.1 Million 0.32%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 10, 2025
SELL
$18.21 - $18.97 $355,058 - $369,877
-19,498 Reduced 1.58%
1,213,739 $23 Million
Q1 2025

Apr 16, 2025
BUY
$18.55 - $18.81 $1.13 Million - $1.14 Million
60,824 Added 5.19%
1,233,237 $23.1 Million
Q4 2024

Mar 17, 2025
BUY
$18.59 - $18.8 $604,658 - $611,488
32,526 Added 2.85%
1,172,413 $21.8 Million
Q4 2024

Jan 10, 2025
SELL
$18.59 - $18.8 $58,948 - $59,614
-3,171 Reduced 0.28%
1,139,887 $21.2 Million
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
127
Shares Held
51.2M
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
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