Liberty Wealth Management LLC Principal Exchange Traded Fds Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$20.58 - $21.01 $1,605 - $1,638	-78 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$20.65 - $21.08 $1,610 - $1,644	78 New	78 $2,000

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
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