Moran Wealth Management, LLC Principal Exchange Traded Fds Transaction History

Moran Wealth Management, LLC

$3.08 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$18.08 - $18.44 $5.96 Million - $6.07 Million	329,424 New	329,424 $6.05 Million

Others Institutions Holding YLD

# of Institutions

55

Shares Held

10.8M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

2.53M
Shares

$48.9 Million
0.03% of portfolio
Strategic Planning Group, LLC Bountiful, UT

1.05M
Shares

$20.3 Million
3.7% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

880K
Shares

$17 Million
1.19% of portfolio
Principal Securities, Inc. Des Moines, IA

849K
Shares

$16.4 Million
0.37% of portfolio
Lpl Financial LLC Fort Mill, SC

631K
Shares

$12.2 Million
0.01% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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