Kestra Private Wealth Services, LLC Principal Exchange Traded Fds Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 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 37,409 shares of YLD stock, worth $726,856. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,409
Previous 36,763 1.76%
Holding current value
$726,856
Previous $700,000 4.29%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$18.89 - $19.62 $12,202 - $12,674
646 Added 1.76%
37,409 $730,000
Q2 2024

Aug 12, 2024
BUY
$18.74 - $19.15 $6,165 - $6,300
329 Added 0.9%
36,763 $700,000
Q1 2024

May 02, 2024
BUY
$18.75 - $19.2 $48,825 - $49,996
2,604 Added 7.7%
36,434 $698,000
Q4 2023

Feb 05, 2024
BUY
$17.66 - $19.07 $597,437 - $645,138
33,830 New
33,830 $638,000

Others Institutions Holding YLD

# of Institutions
51
Shares Held
7.44M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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