Oak Hill Wealth Advisors, LLC Principal Exchange Traded Fds Transaction History

Oak Hill Wealth Advisors, LLC

  • $482 Billion
  • Q2 2025

A detailed history of Oak Hill Wealth Advisors, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 15,002 shares of YLD stock, worth $288,038. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,002
Previous 18,107 17.15%
Holding current value
$288,038
Previous $345 Million 16.62%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$18.16 - $19.37 $56,386 - $60,143
-3,105 Reduced 17.15%
15,002 $288 Million
Q1 2025

Apr 23, 2025
BUY
$19.03 - $19.51 $137,624 - $141,096
7,232 Added 66.5%
18,107 $345 Million
Q4 2024

Feb 06, 2025
BUY
$19.17 - $19.61 $208,473 - $213,258
10,875 New
10,875 $209 Million

Others Institutions Holding YLD

# of Institutions
61
Shares Held
13.6M
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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