Sea Crest Wealth Management, LLC Principal ETF U.S. Small Cap M Transaction History
Sea Crest Wealth Management, LLC
- $874 Million
- Q2 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 5,050 shares of PSC stock, worth $269,367. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,050
Previous 4,843
4.27%
Holding current value
$269,367
Previous $233,000
15.45%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding PSC
# of Institutions
49Shares Held
15.4MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA8.47MShares$452 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.87MShares$99.8 Million0.03% of portfolio
-
Principal Securities, Inc. Des Moines, IA1.7MShares$90.6 Million1.95% of portfolio
-
Wealth Enhancement Advisory Services, LLC776KShares$41.4 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA511KShares$27.2 Million0.01% of portfolio