Elevation Capital Advisory, LLC Principal ETF U S Mega Cap Transaction History
Elevation Capital Advisory, LLC
- $250 Billion
- Q3 2025
A detailed history of Elevation Capital Advisory, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 128,122 shares of USMC stock, worth $8.74 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
128,122Holding current value
$8.74 Million% of portfolio
3.49%Shares
2 transactions
Others Institutions Holding USMC
# of Institutions
84Shares Held
53.5MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA37.3MShares$2.54 Billion1.32% of portfolio
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Principal Securities, Inc. Des Moines, IA4.01MShares$273 Million4.71% of portfolio
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Envestnet Asset Management Inc3.81MShares$260 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC1.26MShares$85.7 Million0.03% of portfolio
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O'Brien Wealth Partners LLC906KShares$61.8 Million9.38% of portfolio