Sheets Smith Wealth Management Principal ETF U.S. Small Cap M Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 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 11,360 shares of PSC stock, worth $639,568. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,360
Previous 9,700
17.11%
Holding current value
$639,568
Previous $516,000
25.39%
% of portfolio
0.08%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding PSC
# of Institutions
61Shares Held
15.5MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA5.79MShares$326 Million0.18% of portfolio
-
Principal Securities, Inc. Des Moines, IA2.25MShares$127 Million2.25% of portfolio
-
Envestnet Asset Management Inc2.23MShares$125 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.12MShares$63 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC776KShares$43.7 Million0.07% of portfolio