Sea Crest Wealth Management, LLC Principal ETF U S Mega Cap Transaction History
Sea Crest Wealth Management, LLC
- $858 Million
- Q2 2024
Shares
6 transactions
Others Institutions Holding USMC
# of Institutions
42Shares Held
47.2MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA35.2MShares$1.97 Billion1.19% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.33MShares$242 Million6.47% of portfolio
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Envestnet Asset Management Inc4.21MShares$235 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL431KShares$24.1 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC389KShares$21.7 Million0.01% of portfolio