Whipplewood Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 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 19,818 shares of PREF stock, worth $378,127. This represents 0.25% of its overall portfolio holdings.

Number of Shares
19,818
Previous 19,583 1.2%
Holding current value
$378,127
Previous $371 Million 2.11%
% of portfolio
0.25%
Previous 0.2%

Shares

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

Nov 06, 2025
BUY
$18.86 - $19.16 $4,432 - $4,502
235 Added 1.2%
19,818 $379 Million
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
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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