Wealth Shield Partners, LLC Principal Spectrum Pfd Secs Ac Transaction History

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025

A detailed history of Wealth Shield Partners, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 10,814 shares of PREF stock, worth $206,547. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,814
Previous 10,294 5.05%
Holding current value
$206,547
Previous $192,000 6.77%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 08, 2025
BUY
$18.21 - $18.97 $9,469 - $9,864
520 Added 5.05%
10,814 $205,000
Q1 2025

May 09, 2025
BUY
$18.55 - $18.81 $204 - $206
11 Added 0.11%
10,294 $192,000
Q4 2024

Feb 04, 2025
BUY
$18.59 - $18.8 $390 - $394
21 Added 0.2%
10,283 $191,000
Q3 2024

Nov 04, 2024
BUY
$18.19 - $18.81 $291 - $300
16 Added 0.16%
10,262 $193,000
Q2 2024

Jul 26, 2024
BUY
$17.82 - $18.34 $267 - $275
15 Added 0.15%
10,246 $186,000
Q1 2024

Apr 29, 2024
BUY
$17.42 - $18.17 $178,224 - $185,897
10,231 New
10,231 $185,000

Others Institutions Holding PREF

# of Institutions
130
Shares Held
52.7M
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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