Addison Advisors LLC Principal ETF U.S. Small Cap M Transaction History

Addison Advisors LLC

$278 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$38.44 - $42.0 $13,184 - $14,406	343 New	343 $13,000
Q2 2022 Aug 04, 2022	BUY	N/A	261 Added 303.49%	347 $13,000
Q1 2022 Apr 29, 2022	BUY	N/A	86 New	86 $4,000

Others Institutions Holding PSC

# of Institutions

21

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

9.54M
Shares

$454 Million
0.29% of portfolio
Principal Securities, Inc. Des Moines, IA

232K
Shares

$11.1 Million
0.36% of portfolio
Envestnet Asset Management Inc

208K
Shares

$9.91 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

117K
Shares

$5.59 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

102K
Shares

$4.84 Million
0.01% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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