International Assets Investment Management, LLC Principal ETF U.S. Small Cap M Transaction History

International Assets Investment Management, LLC

$1.14 Trillion
Q1 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$47.43 - $52.33 $659,846 - $728,014	13,912 Added 47972.41%	13,941 $690,000
Q2 2024 Jul 30, 2024	BUY	$45.95 - $49.42 $1,332 - $1,433	29 New	29 $1.4 Million
Q4 2023 Jan 24, 2024	BUY	$37.92 - $46.64 $50,547 - $62,171	1,333 New	1,333 $29,000

Others Institutions Holding PSC

# of Institutions

Shares Held

14.7M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

8.47M
Shares

$404 Million
0.25% of portfolio
Envestnet Asset Management Inc

1.87M
Shares

$89.2 Million
0.03% of portfolio
Principal Securities, Inc. Des Moines, IA

1.7M
Shares

$81 Million
1.95% of portfolio
Wealth Enhancement Advisory Services, LLC

695K
Shares

$33.1 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

428K
Shares

$20.4 Million
0.01% of portfolio

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About PRINCIPAL ETF U.S. SMALL-CAP M

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