WealthShield Partners, LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1729303
CARY, NC
All Filings in PREF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 PREF | $207,420 | 10,837 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 PREF | $205,141 | 10,814 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 PREF | $192,497 | 10,294 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 PREF | $191,366 | 10,283 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 PREF | $193,028 | 10,262 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 PREF | $186,682 | 10,246 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 PREF | $185,692 | 10,231 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||