Cerity Partners LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1566475
NEW YORK, NY
All Filings in PREF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 PREF | $2,083,591 | 111,422 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 PREF | $2,027,038 | 108,922 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 PREF | $1,960,321 | 104,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 PREF | $1,949,376 | 106,991 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 PREF | $2,348,355 | 129,386 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 PREF | $2,892,529 | 165,193 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 PREF | $3,655,399 | 216,809 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 PREF | $4,352,776 | 256,801 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PREF | $4,613,651 | 271,551 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 PREF | $10,425,105 | 609,299 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||