Cyndeo Wealth Partners, LLC Principal Exchange Traded Fds Call Options Transaction History

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding YLD

# of Institutions

61

Shares Held

13.4M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

2.76M
Shares

$53 Million
0.03% of portfolio
Principal Securities, Inc. Des Moines, IA

1.44M
Shares

$27.7 Million
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$27.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.02M
Shares

$19.5 Million
0.01% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

774K
Shares

$14.9 Million
0.49% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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