Gen Wealth Partners Inc Principal ETF U S Mega Cap Transaction History

Gen Wealth Partners Inc

$240 Billion
Q1 2025

A detailed history of Gen Wealth Partners Inc transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Gen Wealth Partners Inc holds 9 shares of USMC stock, worth $540. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$540

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$55.72 - $63.13 $501 - $568	9 New	9 $511,000

Others Institutions Holding USMC

# of Institutions

Shares Held

45.5M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

30.1M
Shares

$1.81 Billion
1.02% of portfolio
Principal Securities, Inc. Des Moines, IA

4.37M
Shares

$262 Million
5.87% of portfolio
Envestnet Asset Management Inc

4.07M
Shares

$244 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

925K
Shares

$55.5 Million
10.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

792K
Shares

$47.5 Million
0.02% of portfolio

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About PRINCIPAL ETF U S MEGA-CAP

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