CAPITAL & PLANNING, LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 2053750
JONESBORO, GA
All Filings in PREF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 PREF | $759,731 | 39,860 | Shares | Sole | 2026-09-02 | |
| 2024-12-31 PREF | $741,422 | 39,840 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||