Creative One Wealth, LLC Principal ETF U S Mega Cap Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 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 28,681 shares of USMC stock, worth $1.73 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
28,681
Previous 25,523
12.37%
Holding current value
$1.73 Million
Previous $1.39 Million
17.98%
% of portfolio
0.06%
Previous 0.07%
Shares
3 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