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Principal Exchange Traded Fd spectrum p shares owned by Laidlaw Wealth Management

Quarter-by-quarter ownership of Principal Exchange Traded Fd spectrum p (PREF) shares owned by Laidlaw Wealth Management from 13F filings

Historical chart of Laidlaw Wealth Management investment in Principal Exchange Traded Fd spectrum p

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All positions including Principal Exchange Traded Fd spectrum p held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd spectrum p by Laidlaw Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $525k 30k 17.51
2023-09-30 $501k 30k 16.86

More positions owned by Laidlaw Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Adobe Systems Incorporated (ADBE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
UnitedHealth (UNH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Laidlaw Wealth Management

Top funds holding Principal Exchange Traded Fd spectrum p

UBS Group
Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Pallas Capital Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Cornerstone Wealth Group
Benjamin F. Edwards & Company
Tyche Wealth Partners
Baird Financial
Commonwealth Equity Services
Principal Securities
Raymond James Financial Services Advisors
Rogco

View all funds holding Principal Exchange Traded Fd spectrum p