Creative One Wealth, LLC Principal ETF U S Mega Cap Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 2024
A detailed history of Creative One Wealth, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Creative One Wealth, LLC holds 30,484 shares of USMC stock, worth $1.87 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
30,484
Previous 28,681
6.29%
Holding current value
$1.87 Million
Previous $1.63 Million
11.93%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding USMC
# of Institutions
65Shares Held
45.6MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA31.1MShares$1.9 Billion1.08% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.37MShares$267 Million5.9% of portfolio
-
Envestnet Asset Management Inc4.23MShares$259 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC964KShares$59 Million10.97% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL680KShares$41.7 Million0.02% of portfolio