Cape Investment Advisory, Inc. Principal Exchange Traded Fds Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,929 shares of YLD stock, worth $56,207. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,929
Previous 2,632 11.28%
Holding current value
$56,207
Previous $50.1 Million 13.15%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
$18.16 - $19.37 $5,393 - $5,752
297 Added 11.28%
2,929 $56.7 Million
Q1 2025

May 16, 2025
BUY
$19.03 - $19.51 $9,229 - $9,462
485 Added 22.59%
2,632 $50.1 Million
Q4 2024

Feb 05, 2025
BUY
$19.17 - $19.61 $5,463 - $5,588
285 Added 15.31%
2,147 $41.2 Million
Q3 2024

Nov 14, 2024
BUY
$18.89 - $19.62 $35,173 - $36,532
1,862 New
1,862 $36.4 Million

Others Institutions Holding YLD

# of Institutions
61
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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