AXS Investments LLC PREF Holdings History
Number of Shares
292,799.00
Current Holdings Value*
$5.48 Mil
% of Portfolio
1.51%
Total Estimate Gain
$61,487.79
% of Total Estimate Gain
1.12%
AXS Investments LLC's Principal Spectrum Preferred Securities Active ETF Holding Summary
As of 2025-03-31, AXS Investments LLC held 292,799.00 shares of Principal Spectrum Preferred Securities Active ETF(PREF), totaling $5.48 Mil. This investment constitutes 1.51% of their stock portfolio, and AXS Investments LLC now holds 0.47% of the outstanding Principal Spectrum Preferred Securities Active ETF(PREF) stock.
The initial trade took place in 2025Q1. And since then AXS Investments LLC has made 1 purchases of PREF, at an average price of $18.70, for a total of 292,799.00 shares. Based on historical transaction data and PREF's current price of $18.91, AXS Investments LLC's estimated gain on his PREF holdings is $61,487.79, reflecting a 1.12% gain to date.
AXS Investments LLC PREF ($18.91) Holding Chart
AXS Investments LLC PREF ($18.91) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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