Gen Wealth Partners Inc Principal Exchange Traded Fund Transaction History

Gen Wealth Partners Inc

$240 Billion
Q1 2025

A detailed history of Gen Wealth Partners Inc transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Gen Wealth Partners Inc holds 1 shares of PY stock, worth $48. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$48

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$47.61 - $51.6 $47 - $51	1 New	1 $49,000

Others Institutions Holding PY

# of Institutions

Shares Held

6.77M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

4.88M
Shares

$234 Million
0.14% of portfolio
Principal Securities, Inc. Des Moines, IA

877K
Shares

$42.1 Million
0.97% of portfolio
Envestnet Asset Management Inc

812K
Shares

$39 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

99.1K
Shares

$4.76 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

31.1K
Shares

$1.49 Million
0.0% of portfolio

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