Sea Crest Wealth Management, LLC Principal ETF U S Mega Cap Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
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 24,516 shares of USMC stock, worth $1.51 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
24,516Holding current value
$1.51 Million% of portfolio
0.16%Shares
7 transactions
Others Institutions Holding USMC
# of Institutions
52Shares Held
13.3MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA4.37MShares$269 Million5.9% of portfolio
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Envestnet Asset Management Inc4.28MShares$264 Million0.08% of portfolio
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O'Brien Wealth Partners LLC964KShares$59.4 Million10.97% of portfolio
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Lpl Financial LLC Fort Mill, SC442KShares$27.2 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL425KShares$26.2 Million0.03% of portfolio