Cwm, LLC Principal Exchange Traded Fds Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

A detailed history of Cwm, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Cwm, LLC holds 2,128 shares of YLD stock, worth $40,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,128

Holding current value

$40,729

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$19.17 - $19.61 $40,793 - $41,730	2,128 New	2,128 $41,000

Others Institutions Holding YLD

# of Institutions

Shares Held

11.2M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

2.53M
Shares

$48.4 Million
0.03% of portfolio
Strategic Planning Group, LLC Bountiful, UT

1.05M
Shares

$20.1 Million
3.7% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

880K
Shares

$16.9 Million
1.19% of portfolio
Principal Securities, Inc. Des Moines, IA

849K
Shares

$16.3 Million
0.37% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

646K
Shares

$12.4 Million
0.42% of portfolio

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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