Principia Wealth Advisory, LLC Ishares Tr Transaction History

Principia Wealth Advisory, LLC

$118 Billion
Q2 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 3,524 shares of EMB stock, worth $335,661. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,524

Holding current value

$335,661

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$86.54 - $92.62 $304,966 - $326,392	3,524 New	3,524 $326 Million

Others Institutions Holding EMB

# of Institutions

976

Shares Held

141M

Call Options Held

3.88M

Put Options Held

14M

Wells Fargo & Company San Francisco, CA

18M
Shares

$1.72 Billion
0.36% of portfolio
Proficio Capital Partners LLC Newton, MA

8.64M
Shares

$823 Million
3.97% of portfolio
Betterment LLC New York, NY

7.89M
Shares

$752 Million
1.56% of portfolio
Jones Financial Companies Lllp

7.79M
Shares

$742 Million
0.55% of portfolio
Jpmorgan Chase & CO New York, NY

6.52M
Shares

$621 Million
0.05% of portfolio

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

More about EMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Account

Principia Wealth Advisory, LLC Ishares Tr Transaction History