Sheets Smith Wealth Management Principal ETF U.S. Small Cap M Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
A detailed history of Sheets Smith Wealth Management transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Sheets Smith Wealth Management holds 9,700 shares of PSC stock, worth $511,578. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,700Holding current value
$511,578% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding PSC
# of Institutions
55Shares Held
13.3MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA5.79MShares$305 Million0.18% of portfolio
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Envestnet Asset Management Inc2.23MShares$117 Million0.04% of portfolio
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Principal Securities, Inc. Des Moines, IA1.7MShares$89.6 Million1.95% of portfolio
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Wealth Enhancement Advisory Services, LLC776KShares$40.9 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA511KShares$26.9 Million0.01% of portfolio