Jackson Wealth Management, LLC Principal ETF U S Mega Cap Transaction History
Jackson Wealth Management, LLC
- $535 Million
- Q1 2024
A detailed history of Jackson Wealth Management, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 79,937 shares of USMC stock, worth $4.34 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
79,937
Previous 80,379
0.55%
Holding current value
$4.34 Million
Previous $3.76 Million
9.23%
% of portfolio
0.77%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding USMC
# of Institutions
42Shares Held
46MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA35.1MShares$1.9 Billion1.11% of portfolio
-
Principal Securities, Inc. Des Moines, IA3.78MShares$205 Million6.05% of portfolio
-
Envestnet Asset Management Inc3.68MShares$200 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC493KShares$26.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL432KShares$23.4 Million0.03% of portfolio