W.G. Shaheen & Associates DBA Whitney & Co
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1577001
ROCHESTER, NY
All Filings in PREF
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PREF | $310,530 | 16,500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 PREF | $314,655 | 16,500 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 PREF | $315,810 | 16,500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 PREF | $313,005 | 16,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 PREF | $308,550 | 16,500 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 PREF | $307,065 | 16,500 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 PREF | $263,340 | 14,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 PREF | $255,080 | 14,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 PREF | $259,545 | 14,300 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 PREF | $255,646 | 14,600 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 PREF | $220,866 | 13,100 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 PREF | $222,045 | 13,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PREF | $248,054 | 14,600 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 PREF | $249,806 | 14,600 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 PREF | $244,988 | 14,600 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 PREF | $200,216 | 11,600 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 PREF | $274,215 | 14,440 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||