Mutual Advisors, LLC Principal ETF U S Mega Cap Transaction History
Mutual Advisors, LLC
- $3.5 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding USMC
# of Institutions
52Shares Held
46.7MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA33.7MShares$2.07 Billion1.12% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.41MShares$271 Million6.08% of portfolio
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Envestnet Asset Management Inc4.28MShares$263 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC831KShares$51 Million9.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC442KShares$27.1 Million0.01% of portfolio