Whipplewood Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025

A detailed history of Whipplewood Advisors, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 19,583 shares of PREF stock, worth $374,035. This represents 0.2% of its overall portfolio holdings.

Number of Shares
19,583
Previous 700 2697.57%
Holding current value
$374,035
Previous $407 Million 8.82%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Jul 31, 2025
BUY
$18.21 - $18.97 $343,859 - $358,210
18,883 Added 2697.57%
19,583 $371 Million
Q1 2025

Apr 09, 2025
SELL
$18.55 - $18.81 $360,092 - $365,139
-19,412 Reduced 96.52%
700 $407 Million
Q4 2024

Feb 04, 2025
BUY
$18.59 - $18.8 $373,882 - $378,105
20,112 New
20,112 $374 Million

Others Institutions Holding PREF

# of Institutions
129
Shares Held
52.6M
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 Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, 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 Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email