Kerntke Otto Mc Glone Wealth Management Group Principal Exchange Traded Fds Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $130 Million
- Q4 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 278,513 shares of YLD stock, worth $5.4 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
278,513
Previous 88,506
214.68%
Holding current value
$5.4 Million
Previous $1.73 Million
209.09%
% of portfolio
4.11%
Previous 1.46%
Shares
2 transactions
Others Institutions Holding YLD
# of Institutions
54Shares Held
11.2MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.53MShares$49.1 Million0.03% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT1.05MShares$20.4 Million3.7% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL880KShares$17.1 Million1.19% of portfolio
-
Principal Securities, Inc. Des Moines, IA849KShares$16.5 Million0.37% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE646KShares$12.5 Million0.42% of portfolio