Laurel Wealth Advisors, Inc. Principal Exchange Traded Fds Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$14.66 - $20.62 $109,422 - $153,907	-7,464 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$19.83 - $20.57 $148,011 - $153,534	7,464 New	7,464 $306,000

Others Institutions Holding YLD

# of Institutions

52

Shares Held

9.78M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

2.34M
Shares

$45.8 Million
0.03% of portfolio
Strategic Planning Group, LLC Bountiful, UT

999K
Shares

$19.5 Million
3.85% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

864K
Shares

$16.9 Million
1.2% of portfolio
Principal Securities, Inc. Des Moines, IA

732K
Shares

$14.3 Million
0.35% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

613K
Shares

$12 Million
0.4% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
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