Cwm, LLC Principal Exchange Traded Fund Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

A detailed history of Cwm, LLC transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Cwm, LLC holds 1,416 shares of PY stock, worth $68,619. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,416

Previous 1,416 -0.0%

Holding current value

$68,619

Previous $70,000 1.43%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$48.87 - $52.48 $69,199 - $74,311	1,416 New	1,416 $70,000

Others Institutions Holding PY

# of Institutions

Shares Held

6.77M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

4.88M
Shares

$236 Million
0.14% of portfolio
Principal Securities, Inc. Des Moines, IA

877K
Shares

$42.5 Million
0.97% of portfolio
Envestnet Asset Management Inc

812K
Shares

$39.3 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

99.1K
Shares

$4.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

31.1K
Shares

$1.5 Million
0.0% of portfolio

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About PRINCIPAL EXCHANGE-TRADED FUND

Ticker PY
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