Perennial Investment Advisors, LLC Principal ETF U S Mega Cap Transaction History
Perennial Investment Advisors, LLC
- $1.15 Billion
- Q3 2025
A detailed history of Perennial Investment Advisors, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 4,249 shares of USMC stock, worth $288,507. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,249Holding current value
$288,507% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding USMC
# of Institutions
88Shares Held
55.9MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA37.4MShares$2.54 Billion1.39% of portfolio
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Principal Securities, Inc. Des Moines, IA4.38MShares$297 Million4.92% of portfolio
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Envestnet Asset Management Inc4.18MShares$284 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC1.32MShares$89.4 Million0.03% of portfolio
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O'Brien Wealth Partners LLC906KShares$61.5 Million9.38% of portfolio