A detailed history of Principle Wealth Partners LLC transactions in Vaneck ETF Tr Morningstar Smid stock. As of the latest transaction made, Principle Wealth Partners LLC holds 775,959 shares of SMOT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
775,959
Previous 777,828 0.24%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
N/A
-1,869 Reduced 0.24%
775,959 $0
Q2 2024

Aug 13, 2024

BUY
N/A
51,377 Added 7.07%
777,828 $0
Q1 2024

Apr 23, 2024

BUY
N/A
67,406 Added 10.23%
726,451 $0
Q4 2023

Feb 05, 2024

BUY
N/A
75,526 Added 12.94%
659,045 $0
Q3 2023

Nov 01, 2023

BUY
N/A
117,272 Added 25.15%
583,519 $0
Q2 2023

Jul 31, 2023

BUY
N/A
466,247 New
466,247 $0

Others Institutions Holding SMOT

About VANECK ETF TR MORNINGSTAR SMID


  • Ticker SMOT
More about SMOT
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Principle Wealth Partners LLC with notifications on news.