Liberty Wealth Management LLC Principal ETF U S Mega Cap Transaction History

Liberty Wealth Management LLC

$546 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$40.14 - $44.69 $23,000 - $25,607	-573 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$39.72 - $42.12 $22,759 - $24,134	573 New	573 $23,000

Others Institutions Holding USMC

# of Institutions

45

Shares Held

46.4M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

33.7M
Shares

$1.91 Billion
1.12% of portfolio
Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$250 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.21M
Shares

$239 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$47.2 Million
9.79% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

425K
Shares

$24.1 Million
0.03% of portfolio

About PRINCIPAL ETF U S MEGA-CAP

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