Morgan Stanley Principal Exchange Traded Fds Transaction History

Morgan Stanley

$1.35 Trillion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$18.74 - $19.15 $18 - $19	1 New	1 $0
Q4 2023 Aug 16, 2024	BUY	$17.66 - $19.07 $741 - $800	42 Added 4200.0%	43 $0
Q4 2023 Feb 13, 2024	BUY	$17.66 - $19.07 $759 - $820	43 New	43 $0
Q4 2021 Feb 14, 2022	BUY	$20.58 - $21.01 $15,517 - $15,841	754 New	754 $16,000

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

$45.6 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

$16.8 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

$11.9 Million
0.4% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
Industry ETFs

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