Gilliland Jeter Wealth Management LLC Principal ETF U.S. Small Cap M Transaction History
Gilliland Jeter Wealth Management LLC
- $324 Billion
- Q3 2025
A detailed history of Gilliland Jeter Wealth Management LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 9,242 shares of PSC stock, worth $513,670. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,242
Previous 8,165
13.19%
Holding current value
$513,670
Previous $435 Million
21.03%
% of portfolio
0.16%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding PSC
# of Institutions
69Shares Held
18.3MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA5.85MShares$325 Million0.18% of portfolio
-
Principal Securities, Inc. Des Moines, IA2.22MShares$123 Million2.08% of portfolio
-
Envestnet Asset Management Inc2.19MShares$122 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.44MShares$80.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.32MShares$73.6 Million0.02% of portfolio