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

Wealth Shield Partners, LLC

$839 Million
Q3 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 10,837 shares of PREF stock, worth $206,769. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,837

Previous 10,814 0.21%

Holding current value

$206,769

Previous $205,000 0.98%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$18.86 - $19.16 $433 - $440	23 Added 0.21%	10,837 $207,000
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

133

Shares Held

56.6M

Call Options Held

Put Options Held

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About PRINCIPAL SPECTRUM PFD SECS AC

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