Kestra Private Wealth Services, LLC Principal Exchange Traded Fds Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 36,763 shares of YLD stock, worth $713,202. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,763
Previous 36,434
0.9%
Holding current value
$713,202
Previous $698,000
0.29%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding YLD
# of Institutions
41Shares Held
8.93MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.32MShares$44.9 Million0.03% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL839KShares$16.3 Million1.26% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI786KShares$15.2 Million1.49% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT665KShares$12.9 Million2.77% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN569KShares$11 Million1.78% of portfolio