Kerntke Otto Mc Glone Wealth Management Group Principal Exchange Traded Fds Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $118 Million
- Q3 2024
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 88,506 shares of YLD stock, worth $1.72 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
88,506Holding current value
$1.72 Million% of portfolio
1.46%Shares
1 transactions
Others Institutions Holding YLD
# of Institutions
51Shares Held
7.44MCall Options Held
0Put Options Held
0-
Strategic Planning Group, LLC Bountiful, UT999KShares$19.4 Million3.85% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL864KShares$16.8 Million1.2% of portfolio
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Principal Securities, Inc. Des Moines, IA732KShares$14.2 Million0.35% of portfolio
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Ameritas Investment Partners, Inc. Lincoln, NE613KShares$11.9 Million0.4% of portfolio
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Jpmorgan Chase & CO New York, NY610KShares$11.8 Million0.0% of portfolio