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

International Assets Investment Management, LLC

$1.2 Trillion
Q4 2024

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

13.8M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

9.43M
Shares

$504 Million
0.28% of portfolio
Principal Securities, Inc. Des Moines, IA

1.7M
Shares

$90.8 Million
1.96% of portfolio
Envestnet Asset Management Inc

1.25M
Shares

$66.6 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

370K
Shares

$19.8 Million
0.0% of portfolio
Legacy Cg, LLC Plano, TX

247K
Shares

$13.2 Million
5.12% of portfolio

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About PRINCIPAL ETF U.S. SMALL-CAP M

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