Cary Street Partners Investment Advisory LLC Principal ETF U S Mega Cap Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
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 $790,323. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,100
Previous 13,100
-0.0%
Holding current value
$790,323
Previous $710,000
5.07%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding USMC
# of Institutions
51Shares Held
13MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA4.41MShares$266 Million6.08% of portfolio
-
Envestnet Asset Management Inc4.28MShares$258 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC831KShares$50.1 Million9.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC442KShares$26.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL425KShares$25.6 Million0.03% of portfolio