International Assets Investment Management, LLC Principal ETF U S Mega Cap Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$40.88 - $47.02 $99,420 - $114,352	2,432 New	2,432 $52,000
Q3 2023 Oct 04, 2023	BUY	$42.73 - $45.14 $3,461 - $3,656	81 New	81 $3,000

Others Institutions Holding USMC

# of Institutions

Shares Held

46.4M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

33.7M
Shares

$1.91 Billion
1.12% of portfolio
Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$250 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.21M
Shares

$239 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$47.2 Million
9.79% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

425K
Shares

$24.1 Million
0.03% of portfolio

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