Principal Exchange Traded Fd spectrum p shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Principal Exchange Traded Fd spectrum p (PREF) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Principal Exchange Traded Fd spectrum p
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Quarterly reported holdings in Principal Exchange Traded Fd spectrum p by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $495k | 26k | 19.14 |
| 2025-06-30 | $480k | 25k | 18.97 |
| 2025-03-31 | $473k | 25k | 18.70 |
| 2024-12-31 | $471k | 25k | 18.61 |
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