Envestnet Portfolio Solutions, Inc. Principal ETF U S Mega Cap Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.8 Billion
- Q3 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,614 shares of USMC stock, worth $314,813. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,614
Previous 4,830
4.47%
Holding current value
$314,813
Previous $302,000
3.97%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USMC
# of Institutions
85Shares Held
53.7MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA37.4MShares$2.56 Billion1.39% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.01MShares$273 Million4.71% of portfolio
-
Envestnet Asset Management Inc3.81MShares$260 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.26MShares$85.7 Million0.03% of portfolio
-
O'Brien Wealth Partners LLC906KShares$61.8 Million9.38% of portfolio