Axxcess Wealth Management, LLC Principal Spectrum Pfd Secs Ac Transaction History

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 13,610 shares of PREF stock, worth $259,678. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,610
Previous 13,602 0.06%
Holding current value
$259,678
Previous $258,000 0.78%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$18.86 - $19.16 $150 - $153
8 Added 0.06%
13,610 $260,000
Q2 2025

Jul 28, 2025
SELL
$18.21 - $18.97 $33,761 - $35,170
-1,854 Reduced 12.0%
13,602 $258,000
Q1 2025

Apr 30, 2025
BUY
$18.55 - $18.81 $286,708 - $290,727
15,456 New
15,456 $289,000

Others Institutions Holding PREF

# of Institutions
133
Shares Held
56.6M
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
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