Brinker Capital Investments, LLC Principal Exchange Traded Fds Transaction History
Brinker Capital Investments, LLC
- $5.01 Billion
- Q4 2022
A detailed history of Brinker Capital Investments, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Brinker Capital Investments, LLC holds 37,605 shares of YLD stock, worth $730,665. This represents 0.01% of its overall portfolio holdings.
Number of Shares
37,605
Previous 33,061
13.74%
Holding current value
$730,665
Previous $573,000
17.1%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding YLD
# of Institutions
51Shares Held
7.44MCall Options Held
0Put Options Held
0-
Strategic Planning Group, LLC Bountiful, UT999KShares$19.4 Million3.85% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL864KShares$16.8 Million1.2% of portfolio
-
Principal Securities, Inc. Des Moines, IA732KShares$14.2 Million0.35% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE613KShares$11.9 Million0.4% of portfolio
-
Jpmorgan Chase & CO New York, NY610KShares$11.8 Million0.0% of portfolio