FLYNN ZITO CAPITAL MANAGEMENT, LLC PREF Holdings History
FLYNN ZITO CAPITAL MANAGEMENT, LLC's Principal Spectrum Preferred Securities Active ETF Holding Summary
As of 2025-03-31, FLYNN ZITO CAPITAL MANAGEMENT, LLC held 118,106.00 shares of Principal Spectrum Preferred Securities Active ETF(PREF), totaling $2.21 Mil. This investment constitutes 1.01% of their stock portfolio, and FLYNN ZITO CAPITAL MANAGEMENT, LLC now holds 0.19% of the outstanding Principal Spectrum Preferred Securities Active ETF(PREF) stock.
The initial trade took place in 2023Q4. And since then FLYNN ZITO CAPITAL MANAGEMENT, LLC has made 4 purchases of PREF, at an average price of $17.72, for a total of 302,020.00 shares. In addition, there have been 2 sales at an average price of $18.70 for 183,914.00 shares. Based on historical transaction data and PREF's current price of $18.92, FLYNN ZITO CAPITAL MANAGEMENT, LLC's estimated gain on his PREF holdings is $323,465.67, reflecting a 6.05% gain to date.
FLYNN ZITO CAPITAL MANAGEMENT, LLC PREF ($18.92) Holding Chart
FLYNN ZITO CAPITAL MANAGEMENT, LLC PREF ($18.92) 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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