Assetmark, Inc Principal Exchange Traded Fund Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Assetmark, Inc holds 1,150 shares of PSET stock, worth $86,721. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,150

Holding current value

$86,721

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$58.64 - $73.6 $67,436 - $84,640	1,150 New	1,150 $84,000

Others Institutions Holding PSET

# of Institutions

Shares Held

927K

Call Options Held

Put Options Held

Principal Securities, Inc. Des Moines, IA

390K
Shares

$29.4 Million
0.54% of portfolio
Envestnet Asset Management Inc

341K
Shares

$25.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

63.8K
Shares

$4.81 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

38.4K
Shares

$2.89 Million
0.01% of portfolio
Golden State Wealth Management, LLC Santa Ana, CA

29.4K
Shares

$2.22 Million
0.26% of portfolio

View Full List

About PRINCIPAL EXCHANGE-TRADED FUND

Ticker PSET
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