Laidlaw Wealth Management LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1800608
NEW YORK CITY, NY
All Filings in PREF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 PREF | $747,377 | 40,160 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 PREF | $735,565 | 39,105 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 PREF | $678,731 | 37,252 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 PREF | $661,821 | 36,464 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PREF | $524,669 | 29,964 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 PREF | $501,180 | 29,726 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||