Nfp Retirement, Inc. Principal Exchange Traded Fund Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

A detailed history of Nfp Retirement, Inc. transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Nfp Retirement, Inc. holds 5,146 shares of PY stock, worth $263,217. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,146

Holding current value

$263,217

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$48.87 - $52.48 $251,485 - $270,062	5,146 New	5,146 $255 Million

Others Institutions Holding PY

# of Institutions

Shares Held

2.23M

Call Options Held

Put Options Held

Principal Securities, Inc. Des Moines, IA

877K
Shares

$44.8 Million
0.98% of portfolio
Envestnet Asset Management Inc

825K
Shares

$42.2 Million
0.01% of portfolio
Principal Financial Group Inc Des Moines, IA

329K
Shares

$16.9 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

107K
Shares

$5.49 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

23.2K
Shares

$1.19 Million
0.0% of portfolio

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