Benedict Financial Advisors Inc Principal ETF U S Mega Cap Transaction History
Benedict Financial Advisors Inc
- $435 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding USMC
# of Institutions
81Shares Held
53.3MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA37.3MShares$2.53 Billion1.32% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.01MShares$272 Million4.71% of portfolio
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Envestnet Asset Management Inc3.81MShares$259 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC1.26MShares$85.4 Million0.03% of portfolio
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O'Brien Wealth Partners LLC921KShares$62.5 Million9.49% of portfolio