Whipplewood Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 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 700 shares of PREF stock, worth $13,125. This represents 0.24% of its overall portfolio holdings.
Number of Shares
700
Previous 20,112
96.52%
Holding current value
$13,125
Previous $374 Million
8.86%
% of portfolio
0.24%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding PREF
# of Institutions
119Shares Held
50.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$173 Million0.01% of portfolio
-
Ubs Group Ag7.05MShares$132 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.11MShares$115 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.14MShares$58.8 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.09MShares$58 Million0.01% of portfolio