Insight Wealth Partners, LLC Principal Fds Principal Invt G Transaction History
Insight Wealth Partners, LLC
- $498 Million
- Q3 2024
A detailed history of Insight Wealth Partners, LLC transactions in Principal Fds Principal Invt G stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 151,286 shares of IG stock, worth $3.11 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
151,286
Previous 87,011
73.87%
Holding current value
$3.11 Million
Previous $1.78 Million
81.85%
% of portfolio
0.65%
Previous 0.31%
Shares
11 transactions
Others Institutions Holding IG
# of Institutions
24Shares Held
5.21MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA2.03MShares$41.8 Million1.05% of portfolio
-
Envestnet Asset Management Inc1.97MShares$40.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL585KShares$12 Million0.02% of portfolio
-
Western Wealth Management, LLC159KShares$3.26 Million0.2% of portfolio
-
Goldman Sachs Group Inc New York, NY124KShares$2.55 Million0.0% of portfolio