Avantax Advisory Services, Inc. Principal ETF U S Mega Cap Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 46,471 shares of USMC stock, worth $3.18 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
46,471
Previous 28,169 64.97%
Holding current value
$3.18 Million
Previous $1.6 Million 81.8%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 08, 2025
BUY
$50.94 - $62.56 $932,303 - $1.14 Million
18,302 Added 64.97%
46,471 $2.91 Million
Q1 2025

May 06, 2025
BUY
$55.72 - $63.13 $1.57 Million - $1.78 Million
28,169 New
28,169 $1.6 Million

Others Institutions Holding USMC

# of Institutions
81
Shares Held
53.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
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