Principia Wealth Advisory, LLC Global X Mlp ETF Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Global X Mlp ETF stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 32,423 shares of MLPA stock, worth $1.73 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
32,423
Previous 65,654
50.62%
Holding current value
$1.73 Million
Previous $3.24 Billion
51.68%
% of portfolio
1.5%
Previous 3.05%
Shares
2 transactions
Others Institutions Holding MLPA
# of Institutions
232Shares Held
19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.75MShares$201 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.99MShares$106 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$60.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.01MShares$54.3 Million0.01% of portfolio
-
Ubs Group Ag952KShares$50.9 Million0.01% of portfolio