Cape Investment Advisory, Inc. Principal Exchange Traded Fund Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 451 shares of PY stock, worth $22,802. This represents 0.01% of its overall portfolio holdings.
Number of Shares
451
Previous 377
19.63%
Holding current value
$22,802
Previous $18.5 Million
20.81%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding PY
# of Institutions
21Shares Held
4.87MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA3.32MShares$168 Million0.09% of portfolio
-
Principal Securities, Inc. Des Moines, IA685KShares$34.6 Million0.64% of portfolio
-
Envestnet Asset Management Inc562KShares$28.4 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC98KShares$4.95 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC49.8KShares$2.52 Million0.0% of portfolio