Sound Income Strategies, LLC Principal Exchange Traded Fund Transaction History

Sound Income Strategies, LLC

$1.4 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$43.94 - $46.32 $4,394 - $4,632	100 New	100 $4,000

Others Institutions Holding PY

# of Institutions

16

Shares Held

2.15M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

846K
Shares

$43.3 Million
1.02% of portfolio
Envestnet Asset Management Inc

805K
Shares

$41.2 Million
0.01% of portfolio
Principal Financial Group Inc Des Moines, IA

309K
Shares

$15.8 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

107K
Shares

$5.5 Million
0.01% of portfolio
Gts Securities LLC New York, NY

28.3K
Shares

$1.45 Million
0.0% of portfolio

About PRINCIPAL EXCHANGE-TRADED FUND

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