Cape Investment Advisory, Inc. Principal ETF U.S. Small Cap M Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 113 shares of PSC stock, worth $6,361. This represents 0.0% of its overall portfolio holdings.
Number of Shares
113
Previous 466
75.75%
Holding current value
$6,361
Previous $22.6 Million
73.39%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding PSC
# of Institutions
61Shares Held
15.5MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA5.79MShares$326 Million0.18% of portfolio
-
Principal Securities, Inc. Des Moines, IA2.25MShares$127 Million2.25% of portfolio
-
Envestnet Asset Management Inc2.23MShares$125 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.12MShares$63 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC776KShares$43.7 Million0.07% of portfolio