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

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024

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 2,147 shares of YLD stock, worth $41,522. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,147
Previous 1,862 15.31%
Holding current value
$41,522
Previous $36.4 Million 13.24%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
53
Shares Held
10.1M
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
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email