Warren Averett Asset Management, LLC Principal Spectrum Pfd Secs Ac Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 32,941 shares of PREF stock, worth $628,514. This represents 0.01% of its overall portfolio holdings.

Number of Shares
32,941
Previous 34,241 3.8%
Holding current value
$628,514
Previous $649,000 2.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$18.86 - $19.16 $24,518 - $24,908
-1,300 Reduced 3.8%
32,941 $630,000
Q2 2025

Aug 14, 2025
SELL
$18.21 - $18.97 $24,273 - $25,287
-1,333 Reduced 3.75%
34,241 $649,000
Q1 2025

May 15, 2025
BUY
$18.55 - $18.81 $659,897 - $669,146
35,574 New
35,574 $665,000

Others Institutions Holding PREF

# of Institutions
132
Shares Held
56.5M
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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