Segment Wealth Management, LLC Principal ETF U S Mega Cap Call Options Transaction History
Segment Wealth Management, LLC
- $1.3 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding USMC
# of Institutions
42Shares Held
45.9MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA35.1MShares$1.94 Billion1.11% of portfolio
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Principal Securities, Inc. Des Moines, IA3.78MShares$209 Million6.05% of portfolio
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Envestnet Asset Management Inc3.68MShares$204 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC493KShares$27.3 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL432KShares$23.9 Million0.03% of portfolio