Principal Exchange Traded Fd spectrum p shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Principal Exchange Traded Fd spectrum p (PREF) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Principal Exchange Traded Fd spectrum p
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All positions including Principal Exchange Traded Fd spectrum p held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Exchange Traded Fd spectrum p by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 20k | 19.14 |
| 2025-06-30 | $372k | 20k | 18.97 |
| 2025-03-31 | $407k | 700 | 582.05 |
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