Segment Wealth Management, LLC Principal ETF U S Mega Cap Put Options Transaction History

Segment Wealth Management, LLC

$1.43 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding USMC

# of Institutions

68

Shares Held

44.7M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

30.1M
Shares

$1.7 Billion
1.02% of portfolio
Principal Securities, Inc. Des Moines, IA

4.37M
Shares

$247 Million
5.9% of portfolio
Envestnet Asset Management Inc

4.07M
Shares

$230 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

925K
Shares

$52.2 Million
10.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

680K
Shares

$38.4 Million
0.02% of portfolio

About PRINCIPAL ETF U S MEGA-CAP

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