Fulcrum Equity Management Principal ETF U S Mega Cap Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$42.73 - $45.14 $889,168 - $939,318	20,809 New	20,809 $891,000

Others Institutions Holding USMC

# of Institutions

51

Shares Held

13M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$268 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$261 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$50.6 Million
9.79% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$26.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

425K
Shares

$25.9 Million
0.03% of portfolio

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