Segment Wealth Management, LLC Principal ETF U S Mega Cap Transaction History
Segment Wealth Management, LLC
- $1.3 Billion
- Q1 2024
A detailed history of Segment Wealth Management, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Segment Wealth Management, LLC holds 150,007 shares of USMC stock, worth $8.25 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
150,007
Previous 149,341
0.45%
Holding current value
$8.25 Million
Previous $6.98 Million
10.33%
% of portfolio
0.59%
Previous 0.62%
Shares
16 transactions
Others Institutions Holding USMC
# of Institutions
42Shares Held
45.9MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA35.1MShares$1.93 Billion1.11% of portfolio
-
Principal Securities, Inc. Des Moines, IA3.78MShares$208 Million6.05% of portfolio
-
Envestnet Asset Management Inc3.68MShares$202 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC493KShares$27.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL432KShares$23.7 Million0.03% of portfolio