Integrated Wealth Concepts LLC Principal ETF U S Mega Cap Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 155,596 shares of USMC stock, worth $10.6 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
155,596
Previous 56,211 176.81%
Holding current value
$10.6 Million
Previous $3.52 Million 201.65%
% of portfolio
0.1%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$62.08 - $68.69 $6.17 Million - $6.83 Million
99,385 Added 176.81%
155,596 $10.6 Million
Q2 2025

Aug 14, 2025
BUY
$50.94 - $62.56 $2.86 Million - $3.52 Million
56,211 New
56,211 $3.52 Million

Others Institutions Holding USMC

# of Institutions
87
Shares Held
55.9M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
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