Assetmark, Inc Principal ETF U S Mega Cap Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Assetmark, Inc holds 180 shares of USMC stock, worth $11,169. This represents 0.0% of its overall portfolio holdings.

Number of Shares

180

Holding current value

$11,169

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$56.37 - $61.98 $10,146 - $11,156	180 New	180 $10,000
Q3 2023 Oct 27, 2023	BUY	$42.73 - $45.14 $6,879 - $7,267	161 New	161 $6,000

Others Institutions Holding USMC

# of Institutions

Shares Held

45.1M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

31.1M
Shares

$1.93 Billion
1.08% of portfolio
Principal Securities, Inc. Des Moines, IA

4.37M
Shares

$271 Million
5.9% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$266 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

964K
Shares

$59.8 Million
10.97% of portfolio
Raymond James Financial Inc St. Petersburg, FL

680K
Shares

$42.2 Million
0.02% of portfolio

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About PRINCIPAL ETF U S MEGA-CAP

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