A detailed history of Cary Street Partners Investment Advisory LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 13,100 shares of USMC stock, worth $743,425. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,100
Previous 13,100 -0.0%
Holding current value
$743,425
Previous $710,000 5.07%
% of portfolio
0.03%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

BUY
$40.88 - $47.02 $535,528 - $615,962
13,100 New
13,100 $612,000

Others Institutions Holding USMC

About PRINCIPAL ETF U S MEGA-CAP


  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory LLC 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 Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.