Core Cap Advisors, LLC Principal ETF U S Mega Cap Transaction History

Core Cap Advisors, LLC

$2.18 Billion
Q1 2025

A detailed history of Core Cap Advisors, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Core Cap Advisors, LLC holds 745 shares of USMC stock, worth $44,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares

745

Holding current value

$44,625

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$55.72 - $63.13 $41,511 - $47,031	745 New	745 $42,000

Others Institutions Holding USMC

# of Institutions

Shares Held

45.5M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

30.1M
Shares

$1.8 Billion
1.02% of portfolio
Principal Securities, Inc. Des Moines, IA

4.37M
Shares

$262 Million
5.87% of portfolio
Envestnet Asset Management Inc

4.07M
Shares

$244 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

925K
Shares

$55.4 Million
10.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

792K
Shares

$47.4 Million
0.02% of portfolio

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About PRINCIPAL ETF U S MEGA-CAP

Ticker USMC
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