Mc Adam, LLC Principal Exchange Traded Fds Transaction History

Mc Adam, LLC

$1.77 Billion
Q3 2024

A detailed history of Mc Adam, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Mc Adam, LLC holds 62,644 shares of YLD stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

62,644

Holding current value

$1.2 Million

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$18.89 - $19.62 $1.18 Million - $1.23 Million	62,644 New	62,644 $1.22 Million

Others Institutions Holding YLD

# of Institutions

Shares Held

7.44M

Call Options Held

Put Options Held

Strategic Planning Group, LLC Bountiful, UT

999K
Shares

$19.1 Million
3.85% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

864K
Shares

$16.6 Million
1.2% of portfolio
Principal Securities, Inc. Des Moines, IA

732K
Shares

$14 Million
0.35% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

613K
Shares

$11.8 Million
0.4% of portfolio
Jpmorgan Chase & CO New York, NY

610K
Shares

$11.7 Million
0.0% of portfolio

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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