Clearstead Trust, LLC Principal ETF U.S. Small Cap M Transaction History
Clearstead Trust, LLC
- $473 Million
- Q2 2025
A detailed history of Clearstead Trust, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Clearstead Trust, LLC holds 342 shares of PSC stock, worth $18,037. This represents 0.0% of its overall portfolio holdings.
Number of Shares
342
Previous 342
-0.0%
Holding current value
$18,037
Previous $16,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PSC
# of Institutions
59Shares Held
14.5MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA5.79MShares$305 Million0.18% of portfolio
-
Principal Securities, Inc. Des Moines, IA2.25MShares$119 Million2.25% of portfolio
-
Envestnet Asset Management Inc2.23MShares$117 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC776KShares$40.9 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA670KShares$35.3 Million0.01% of portfolio