Blue Stem Wealth Partners, LLC Principal Exchange Traded Fds Transaction History
Blue Stem Wealth Partners, LLC
- $733 Billion
- Q1 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 209,376 shares of YLD stock, worth $3.98 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
209,376Holding current value
$3.98 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding YLD
# of Institutions
60Shares Held
12.4MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.61MShares$49.5 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC1.39MShares$26.4 Million0.01% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL930KShares$17.7 Million1.2% of portfolio
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Principal Securities, Inc. Des Moines, IA850KShares$16.1 Million0.36% of portfolio
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Ameritas Investment Partners, Inc. Lincoln, NE737KShares$14 Million0.5% of portfolio