Creative One Wealth, LLC Principal Exchange Traded Fds Transaction History

Creative One Wealth, LLC

$2.98 Billion
Q1 2025

A detailed history of Creative One Wealth, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Creative One Wealth, LLC holds 39,118 shares of YLD stock, worth $743,242. This represents 0.03% of its overall portfolio holdings.

Number of Shares

39,118

Holding current value

$743,242

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$19.03 - $19.51 $744,415 - $763,192	39,118 New	39,118 $745,000

Others Institutions Holding YLD

# of Institutions

Shares Held

12.4M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

2.61M
Shares

$49.5 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

1.39M
Shares

$26.4 Million
0.01% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

930K
Shares

$17.7 Million
1.2% of portfolio
Principal Securities, Inc. Des Moines, IA

850K
Shares

$16.1 Million
0.36% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

737K
Shares

$14 Million
0.5% of portfolio

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
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Creative One Wealth, LLC Principal Exchange Traded Fds Transaction History