Sea Crest Wealth Management, LLC Principal ETF U.S. Small Cap M Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 4,843 shares of PSC stock, worth $230,090. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,843
Previous 4,118
17.61%
Holding current value
$230,090
Previous $211,000
10.43%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PSC
# of Institutions
42Shares Held
15.4MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA9.43MShares$448 Million0.28% of portfolio
-
Principal Securities, Inc. Des Moines, IA1.7MShares$80.7 Million1.96% of portfolio
-
Envestnet Asset Management Inc1.64MShares$77.7 Million0.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC695KShares$33 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA428KShares$20.3 Million0.01% of portfolio