Pmg Wealth Management, Inc. Principal ETF U S Mega Cap Transaction History
Pmg Wealth Management, Inc.
- $131 Billion
- Q3 2025
A detailed history of Pmg Wealth Management, Inc. transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 33,007 shares of USMC stock, worth $2.24 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
33,007
Previous 32,570
1.34%
Holding current value
$2.24 Million
Previous $2.03 Billion
9.8%
% of portfolio
1.7%
Previous 1.68%
Shares
4 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
-
Principal Securities, Inc. Des Moines, IA4.38MShares$297 Million4.92% of portfolio
-
Envestnet Asset Management Inc4.18MShares$284 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$89.4 Million0.03% of portfolio
-
O'Brien Wealth Partners LLC906KShares$61.5 Million9.38% of portfolio