Whipplewood Advisors, LLC's ownership history for PREF

Whipplewood Advisors, LLC currently holds 19.8K shares with a market value of $379.3K. It started holding PREF on 2024-12-31. At its peak, it held 20.1K shares on 2024-12-31. Its highest holding value was $407.4K on 2025-03-31. At its lowest, it held 700 shares on 2025-03-31, with a value of $371.5K on 2025-06-30. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 19.1K.