Jackson Wealth Management, LLC Principal ETF U S Mega Cap Transaction History
Jackson Wealth Management, LLC
- $572 Million
- Q1 2025
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 99,534 shares of USMC stock, worth $5.62 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
99,534
Previous 99,557
0.02%
Holding current value
$5.62 Million
Previous $5.98 Million
5.44%
% of portfolio
0.99%
Previous 0.94%
Shares
9 transactions
Others Institutions Holding USMC
# of Institutions
68Shares Held
44.7MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA30.1MShares$1.7 Billion1.02% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.37MShares$247 Million5.9% of portfolio
-
Envestnet Asset Management Inc4.07MShares$230 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC925KShares$52.2 Million10.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL680KShares$38.4 Million0.02% of portfolio