Capital Investment Advisory Services, LLC Principal Exchange Traded Fund Transaction History
Capital Investment Advisory Services, LLC
- $1.15 Billion
- Q3 2025
A detailed history of Capital Investment Advisory Services, LLC transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 6,324 shares of PSET stock, worth $476,323. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,324
Previous 6,462
2.14%
Holding current value
$476,323
Previous $475,000
1.26%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding PSET
# of Institutions
22Shares Held
894KCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA367KShares$27.7 Million0.46% of portfolio
-
Envestnet Asset Management Inc335KShares$25.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC62.1KShares$4.68 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ37.9KShares$2.85 Million0.0% of portfolio
-
Golden State Wealth Management, LLC Santa Ana, CA28.1KShares$2.12 Million0.24% of portfolio