Capital Investment Advisory Services, LLC Principal ETF U S Mega Cap Transaction History
Capital Investment Advisory Services, LLC
- $972 Million
- Q4 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 6,252 shares of USMC stock, worth $387,936. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,252
Previous 3,451
81.16%
Holding current value
$387,936
Previous $196,000
91.33%
% of portfolio
0.04%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding USMC
# of Institutions
62Shares Held
45.1MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA31.1MShares$1.93 Billion1.08% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.37MShares$271 Million5.9% of portfolio
-
Envestnet Asset Management Inc4.28MShares$266 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC964KShares$59.8 Million10.97% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL680KShares$42.2 Million0.02% of portfolio