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 $223,025. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,577
Previous 24,171 85.2%
Holding current value
$223,025
Previous $1.37 Million 83.69%
% of portfolio
0.03%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
71
Shares Held
45.5M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
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