Principal Securities, Inc. Tidal ETF Tr Sofi 500 ETF Transaction History

Principal Securities, Inc.

$4.14 Trillion
Q3 2024

A detailed history of Principal Securities, Inc. transactions in Tidal ETF Tr Sofi 500 ETF stock. As of the latest transaction made, Principal Securities, Inc. holds 225 shares of SFY stock, worth $24,536. This represents 0.0% of its overall portfolio holdings.

Number of Shares

225

Holding current value

$24,536

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$18.31 - $20.82 $4,119 - $4,684	225 New	225 $4.68 Million

Others Institutions Holding SFY

# of Institutions

Shares Held

33.2M

Call Options Held

Put Options Held

Sofi Wealth, LLC

32.8M
Shares

$3.57 Billion
50.11% of portfolio
Teamwork Financial Advisors, LLC

133K
Shares

$14.5 Million
0.38% of portfolio
Toroso Investments, LLC Massapequa, NY

49.5K
Shares

$5.4 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

40.5K
Shares

$4.42 Million
0.0% of portfolio
Wedbush Securities Inc

34.1K
Shares

$3.72 Million
0.03% of portfolio

View Full List

About TIDAL ETF TR SOFI 500 ETF

Ticker SFY
Sector ETFs
Industry ETFs

More about SFY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Account

Principal Securities, Inc. Tidal ETF Tr Sofi 500 ETF Transaction History