Kraft, Davis & Associates, LLC Principal ETF U S Mega Cap Transaction History
Kraft, Davis & Associates, LLC
- $411 Billion
- Q3 2025
A detailed history of Kraft, Davis & Associates, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Kraft, Davis & Associates, LLC holds 9,241 shares of USMC stock, worth $627,463. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,241
Previous 9,241
-0.0%
Holding current value
$627,463
Previous $586 Million
7.7%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding USMC
# of Institutions
87Shares Held
55.9MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA37.4MShares$2.54 Billion1.39% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.38MShares$297 Million4.92% of portfolio
-
Envestnet Asset Management Inc4.18MShares$284 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$89.4 Million0.03% of portfolio
-
O'Brien Wealth Partners LLC906KShares$61.5 Million9.38% of portfolio