Symphony Financial Services, Inc. Principal ETF U S Mega Cap Transaction History
Symphony Financial Services, Inc.
- $118 Billion
- Q3 2024
A detailed history of Symphony Financial Services, Inc. transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Symphony Financial Services, Inc. holds 146,311 shares of USMC stock, worth $8.72 Million. This represents 7.09% of its overall portfolio holdings.
Number of Shares
146,311
Previous 142,784
2.47%
Holding current value
$8.72 Million
Previous $7.9 Billion
5.54%
% of portfolio
7.09%
Previous 6.79%
Shares
2 transactions
Others Institutions Holding USMC
# of Institutions
51Shares Held
13MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA4.41MShares$263 Million6.08% of portfolio
-
Envestnet Asset Management Inc4.28MShares$255 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC831KShares$49.5 Million9.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC442KShares$26.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL425KShares$25.3 Million0.03% of portfolio