Segment Wealth Management, LLC Principal ETF U S Mega Cap Transaction History
Segment Wealth Management, LLC
- $1.32 Billion
- Q2 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 264,437 shares of USMC stock, worth $14.5 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
264,437
Previous 150,007
76.28%
Holding current value
$14.5 Million
Previous $7.7 Million
86.2%
% of portfolio
1.08%
Previous 0.59%
Shares
17 transactions
Others Institutions Holding USMC
# of Institutions
42Shares Held
47.2MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA35.2MShares$1.94 Billion1.19% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.33MShares$238 Million6.47% of portfolio
-
Envestnet Asset Management Inc4.21MShares$231 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL431KShares$23.7 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$21.4 Million0.01% of portfolio