Arete Wealth Advisors, LLC Principal ETF U.S. Small Cap M Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 2024
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 22,252 shares of PSC stock, worth $1.2 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
22,252
Previous 22,252
-0.0%
Holding current value
$1.2 Million
Previous $1.15 Million
-0.0%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding PSC
# of Institutions
35Shares Held
13.8MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA9.43MShares$510 Million0.28% of portfolio
-
Principal Securities, Inc. Des Moines, IA1.7MShares$91.9 Million1.96% of portfolio
-
Envestnet Asset Management Inc1.25MShares$67.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA370KShares$20 Million0.0% of portfolio
-
Legacy Cg, LLC Plano, TX247KShares$13.3 Million5.12% of portfolio