Moran Wealth Management, LLC Principal Exchange Traded Fds Put Options Transaction History

Moran Wealth Management, LLC

$3.18 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding YLD

# of Institutions

44

Shares Held

9.51M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

2.34M
Shares

$45.6 Million
0.03% of portfolio
Strategic Planning Group, LLC Bountiful, UT

999K
Shares

$19.5 Million
3.85% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

864K
Shares

$16.8 Million
1.2% of portfolio
Nicolet Advisory Services, LLC Green Bay, WI

786K
Shares

$15.3 Million
1.49% of portfolio
Principal Securities, Inc. Des Moines, IA

732K
Shares

$14.3 Million
0.35% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moran Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moran Wealth Management, LLC with notifications on news.