Creative One Wealth, LLC Principal ETF U S Mega Cap Call Options Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding USMC

# of Institutions

51

Shares Held

13M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$266 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$258 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$50.1 Million
9.79% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$26.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

425K
Shares

$25.6 Million
0.03% of portfolio

About PRINCIPAL ETF U S MEGA-CAP

Ticker USMC
Sector ETFs
Industry ETFs

More about USMC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.