Capital Wealth Management, LLC Principal Exchange Traded Fund Transaction History
Capital Wealth Management, LLC
- $241 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding PY
# of Institutions
19Shares Held
2.23MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA877KShares$39.6 Million0.98% of portfolio
-
Envestnet Asset Management Inc825KShares$37.2 Million0.01% of portfolio
-
Principal Financial Group Inc Des Moines, IA329KShares$14.9 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC99.1KShares$4.47 Million0.01% of portfolio
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Gts Securities LLC New York, NY28.4KShares$1.28 Million0.07% of portfolio