Cwm, LLC Principal Exchange Traded Fds Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

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 $40,538. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,128

Previous 2,128 -0.0%

Holding current value

$40,538

Previous $41,000 -0.0%

% 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	$19.17 - $19.61 $40,793 - $41,730	2,128 New	2,128 $41,000

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

$49.7 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

1.39M
Shares

$26.5 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

$16.2 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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