Cape Investment Advisory, Inc. Principal ETF U.S. Small Cap M Call Options Transaction History

Cape Investment Advisory, Inc.

$256 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PSC

# of Institutions

42

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

9.43M
Shares

$456 Million
0.28% of portfolio
Principal Securities, Inc. Des Moines, IA

1.7M
Shares

$82.1 Million
1.96% of portfolio
Envestnet Asset Management Inc

1.64M
Shares

$79.1 Million
0.03% of portfolio
Wealth Enhancement Advisory Services, LLC

659K
Shares

$31.9 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

428K
Shares

$20.7 Million
0.01% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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