Ae Wealth Management LLC Principal Fds Principal Invt G Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Principal Fds Principal Invt G stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,870 shares of IG stock, worth $81,037. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,870

Holding current value

$81,037

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$20.46 - $21.19 $79,180 - $82,005	3,870 New	3,870 $81,000

Others Institutions Holding IG

# of Institutions

Shares Held

7.38M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

3M
Shares

$62.8 Million
0.02% of portfolio
Principal Securities, Inc. Des Moines, IA

2.56M
Shares

$53.6 Million
1.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

782K
Shares

$16.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.2 Million
0.02% of portfolio
Insight Wealth Partners, LLC

184K
Shares

$3.85 Million
0.61% of portfolio

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About PRINCIPAL FDS PRINCIPAL INVT G

Ticker IG
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Ae Wealth Management LLC Principal Fds Principal Invt G Transaction History