Wealthcare Advisory Partners LLC Principal Spectrum Pfd Secs Ac Transaction History

Wealthcare Advisory Partners LLC

  • $4.19 Billion
  • Q2 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 44,543 shares of PREF stock, worth $841,862. This represents 0.02% of its overall portfolio holdings.

Number of Shares
44,543
Previous 43,442 2.53%
Holding current value
$841,862
Previous $813,000 3.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 22, 2025
BUY
$18.21 - $18.97 $20,049 - $20,885
1,101 Added 2.53%
44,543 $844,000
Q1 2025

Apr 14, 2025
BUY
$18.55 - $18.81 $139,514 - $141,470
7,521 Added 20.94%
43,442 $813,000
Q4 2024

Jan 15, 2025
BUY
$18.59 - $18.8 $24,929 - $25,210
1,341 Added 3.88%
35,921 $668,000
Q3 2024

Nov 04, 2024
BUY
$18.19 - $18.81 $371,130 - $383,780
20,403 Added 143.92%
34,580 $650,000
Q2 2024

Aug 09, 2024
BUY
$17.82 - $18.34 $252,634 - $260,006
14,177 New
14,177 $258,000

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
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