Ica Group Wealth Management, LLC Principal Exchange Traded Fds Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$18.75 - $19.2 $1,875 - $1,920	100 Added 6.25%	1,700 $32,000
Q4 2023 Mar 07, 2024	BUY	$17.66 - $19.07 $28,256 - $30,512	1,600 New	1,600 $30,000

Others Institutions Holding YLD

# of Institutions

51

Shares Held

7.44M

Call Options Held

0

Put Options Held

0

Strategic Planning Group, LLC Bountiful, UT

999K
Shares

$19.4 Million
3.85% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

864K
Shares

$16.8 Million
1.2% of portfolio
Principal Securities, Inc. Des Moines, IA

732K
Shares

$14.2 Million
0.35% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

613K
Shares

$11.9 Million
0.4% of portfolio
Jpmorgan Chase & CO New York, NY

610K
Shares

$11.8 Million
0.0% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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