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

Avaii Wealth Management, LLC

$171 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PSC

# of Institutions

42

Shares Held

15.3M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

9.43M
Shares

$432 Million
0.28% of portfolio
Principal Securities, Inc. Des Moines, IA

1.7M
Shares

$77.8 Million
1.96% of portfolio
Envestnet Asset Management Inc

1.64M
Shares

$75 Million
0.03% of portfolio
Wealth Enhancement Advisory Services, LLC

695K
Shares

$31.8 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

428K
Shares

$19.6 Million
0.01% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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