CUSIP 74254V232
Principal Diversified Income Instl
5 institutions · $2.7M total · 224,731 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENCOMPASS WEALTH ADVISORS, LLC | 160,346 | $1.9M | 71.35% | 2024-09-30 |
| 2 | WEST MICHIGAN ADVISORS, LLC | 41,082 | $481.1K | 18.28% | 2023-09-30 |
| 3 | TOWER BRIDGE ADVISORS | 19,167 | $226.2K | 8.52% | 2025-03-31 |
| 4 | Register Financial Advisors LLC | 3,353 | $39.2K | 1.49% | 2023-03-31 |
| 5 | TUCKER ASSET MANAGEMENT LLC | 783 | $9.2K | 0.34% | 2024-12-31 |