Arete Wealth Advisors, LLC Principal ETF U.S. Small Cap M Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 58,970 shares of PSC stock, worth $3.36 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
58,970
Previous 32,227 82.98%
Holding current value
$3.36 Million
Previous $1.56 Million 101.02%
% of portfolio
0.22%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$43.14 - $53.28 $1.15 Million - $1.42 Million
26,743 Added 82.98%
58,970 $3.14 Million
Q1 2025

May 15, 2025
BUY
$47.13 - $54.5 $321,709 - $372,017
6,826 Added 26.87%
32,227 $1.56 Million
Q4 2024

Feb 12, 2025
BUY
$50.76 - $56.6 $159,843 - $178,233
3,149 Added 14.15%
25,401 $1.3 Million
Q3 2024

Nov 14, 2024
BUY
$47.43 - $52.33 $1.06 Million - $1.16 Million
22,252 New
22,252 $1.15 Million

Others Institutions Holding PSC

# of Institutions
60
Shares Held
15.4M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U.S. SMALL-CAP M

PSC Quotes by TradingView
  • Ticker PSC
  • Sector ETFs
  • Industry ETFs
More about PSC
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