Milestones Private Investment Advisors LLC Principal Exchange Traded Fds Transaction History

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 19,934 shares of YLD stock, worth $382,533. This represents 0.26% of its overall portfolio holdings.

Number of Shares
19,934
Previous 20,804 4.18%
Holding current value
$382,533
Previous $403 Million 3.79%
% of portfolio
0.26%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$19.14 - $19.46 $16,651 - $16,930
-870 Reduced 4.18%
19,934 $388 Million
Q2 2025

Sep 11, 2025
BUY
$18.16 - $19.37 $377,800 - $402,973
20,804 New
20,804 $403 Million

Others Institutions Holding YLD

# of Institutions
61
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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