Sea Crest Wealth Management, LLC Principal ETF U S Mega Cap 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 Mega Cap stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 3,577 shares of USMC stock, worth $228,498. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,577

Previous 24,171 85.2%

Holding current value

$228,498

Previous $1.37 Million 83.69%

% of portfolio

0.03%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$50.94 - $62.56 $1.05 Million - $1.29 Million	-20,594 Reduced 85.2%	3,577 $223,000
Q1 2025 Apr 11, 2025	SELL	$55.72 - $63.13 $19,223 - $21,779	-345 Reduced 1.41%	24,171 $1.37 Million
Q4 2024 Jan 14, 2025	BUY	$56.37 - $61.98 $1.38 Million - $1.52 Million	24,516 New	24,516 $1.47 Million
Q2 2022 Aug 09, 2022	BUY	$35.48 - $43.05 $52,439 - $63,627	1,478 New	1,478 $54,000
Q3 2020 Nov 12, 2020	SELL	$30.16 - $34.81 $462,835 - $534,194	-15,346 Closed	0 $0
Q2 2020 Jul 27, 2020	SELL	$24.96 - $30.92 $150,958 - $187,004	-6,048 Reduced 28.27%	15,346 $461,000
Q1 2020 May 13, 2020	SELL	$22.99 - $32.83 $11,242 - $16,053	-489 Reduced 2.23%	21,394 $555,000
Q4 2019 Jan 22, 2020	BUY	$28.37 - $31.55 $207,469 - $230,725	7,313 Added 50.19%	21,883 $685,000
Q3 2019 Oct 15, 2019	BUY	$29.16 - $29.6 $424,861 - $431,272	14,570 New	14,570 $428,000

Others Institutions Holding USMC

# of Institutions

Shares Held

53.2M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL ETF U S MEGA-CAP

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Sea Crest Wealth Management, LLC Principal ETF U S Mega Cap Transaction History