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

Avaii Wealth Management, LLC

  • $171 Million
  • Q1 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 4,456 shares of PSC stock, worth $204,263. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,456
Previous 4,307 3.46%
Holding current value
$204,263
Previous $220,000 2.73%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
42
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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