WEALTH MANAGEMENT RESOURCES, INC. PREF Holdings History
WEALTH MANAGEMENT RESOURCES, INC.'s Principal Spectrum Preferred Securities Active ETF Holding Summary
As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 11,497.00 shares of Principal Spectrum Preferred Securities Active ETF(PREF), totaling $215,000.00. This investment constitutes 0.08% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.02% of the outstanding Principal Spectrum Preferred Securities Active ETF(PREF) stock.
The initial trade took place in 2025Q1. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 1 purchases of PREF, at an average price of $18.70, for a total of 11,497.00 shares. Based on historical transaction data and PREF's current price of $18.80, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his PREF holdings is $1,149.70, reflecting a 0.53% gain to date.
WEALTH MANAGEMENT RESOURCES, INC. PREF ($18.80) Holding Chart
WEALTH MANAGEMENT RESOURCES, INC. PREF ($18.80) 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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