Spire Wealth Management Principal Exchange Traded Fund Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$62.76 - $69.15 $62 - $69	1 Added 0.38%	262 $17,000
Q1 2024 Apr 24, 2024	BUY	$59.41 - $67.94 $15,506 - $17,732	261 New	261 $17,000

Others Institutions Holding PSET

# of Institutions

19

Shares Held

821K

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

272K
Shares

$19.1 Million
0.47% of portfolio
Envestnet Asset Management Inc

233K
Shares

$16.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

190K
Shares

$13.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

51.1K
Shares

$3.58 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

36.7K
Shares

$2.57 Million
0.01% of portfolio

About PRINCIPAL EXCHANGE-TRADED FUND

Ticker PSET
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