Perennial Investment Advisors, LLC Principal ETF U.S. Small Cap M Call Options Transaction History

Perennial Investment Advisors, LLC

$862 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PSC

# of Institutions

54

Shares Held

15.9M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

8.47M
Shares

$450 Million
0.25% of portfolio
Envestnet Asset Management Inc

2.23M
Shares

$118 Million
0.04% of portfolio
Principal Securities, Inc. Des Moines, IA

1.7M
Shares

$90.4 Million
1.95% of portfolio
Wealth Enhancement Advisory Services, LLC

776K
Shares

$41.3 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

511K
Shares

$27.2 Million
0.01% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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