Principal Securities, Inc. Principal Exchange Traded Fds Transaction History
Principal Securities, Inc.
- $4.14 Trillion
- Q3 2024
A detailed history of Principal Securities, Inc. transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Principal Securities, Inc. holds 731,823 shares of YLD stock, worth $14.2 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
731,823
Previous 386,312
89.44%
Holding current value
$14.2 Million
Previous $7.36 Billion
94.21%
% of portfolio
0.35%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding YLD
# of Institutions
51Shares Held
7.44MCall Options Held
0Put Options Held
0-
Strategic Planning Group, LLC Bountiful, UT999KShares$19.4 Million3.85% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL864KShares$16.8 Million1.2% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE613KShares$11.9 Million0.4% of portfolio
-
Jpmorgan Chase & CO New York, NY610KShares$11.8 Million0.0% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI534KShares$10.4 Million0.99% of portfolio