Kingsview Wealth Management, LLC Principal Exchange Traded Fund Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$38.01 - $44.95 $1.38 Million - $1.63 Million	36,306 New	36,306 $1.41 Million

Others Institutions Holding PY

# of Institutions

15

Shares Held

2.14M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

846K
Shares

$43.9 Million
1.02% of portfolio
Envestnet Asset Management Inc

805K
Shares

$41.8 Million
0.01% of portfolio
Principal Financial Group Inc Des Moines, IA

309K
Shares

$16 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

107K
Shares

$5.57 Million
0.01% of portfolio
Gts Securities LLC New York, NY

21.7K
Shares

$1.13 Million
0.0% of portfolio

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