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

Avaii Wealth Management, LLC

$196 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PSC

# of Institutions

55

Shares Held

13.3M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

5.79M
Shares

$305 Million
0.18% of portfolio
Envestnet Asset Management Inc

2.23M
Shares

$117 Million
0.04% of portfolio
Principal Securities, Inc. Des Moines, IA

1.7M
Shares

$89.6 Million
1.95% of portfolio
Wealth Enhancement Advisory Services, LLC

776K
Shares

$40.9 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

511K
Shares

$26.9 Million
0.01% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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