Avaii Wealth Management, LLC Principal ETF U.S. Small Cap M Transaction History

Avaii Wealth Management, LLC

  • $196 Million
  • Q2 2025

A detailed history of Avaii Wealth Management, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 3,997 shares of PSC stock, worth $227,509. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,997
Previous 4,456 10.3%
Holding current value
$227,509
Previous $214,000 0.93%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jul 15, 2025
SELL
$43.14 - $53.28 $19,801 - $24,455
-459 Reduced 10.3%
3,997 $212,000
Q1 2025

Apr 16, 2025
BUY
$47.13 - $54.5 $7,022 - $8,120
149 Added 3.46%
4,456 $214,000
Q4 2024

Jan 21, 2025
BUY
$50.76 - $56.6 $218,623 - $243,776
4,307 New
4,307 $220,000

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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