Empirical Asset Management, LLC Principal ETF U.S. Small Cap M Transaction History

Empirical Asset Management, LLC

$3.46 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$37.41 - $42.0 $5,087 - $5,712	136 Added 1.79%	7,753 $303,000
Q3 2022 Oct 19, 2022	BUY	$36.55 - $43.63 $278,401 - $332,329	7,617 New	7,617 $280,000

Others Institutions Holding PSC

# of Institutions

42

Shares Held

15.3M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

9.43M
Shares

$457 Million
0.28% of portfolio
Principal Securities, Inc. Des Moines, IA

1.7M
Shares

$82.4 Million
1.96% of portfolio
Envestnet Asset Management Inc

1.64M
Shares

$79.3 Million
0.03% of portfolio
Wealth Enhancement Advisory Services, LLC

659K
Shares

$32 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

428K
Shares

$20.8 Million
0.01% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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