Spire Wealth Management Principal Exchange Traded Fund Transaction History

Spire Wealth Management

$3.13 Billion
Q4 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

879K

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

277K
Shares

$20.2 Million
0.45% of portfolio
Envestnet Asset Management Inc

243K
Shares

$17.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

191K
Shares

$13.9 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

55.4K
Shares

$4.04 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

36.2K
Shares

$2.64 Million
0.01% of portfolio

About PRINCIPAL EXCHANGE-TRADED FUND

Ticker PSET
Sector ETFs
Industry ETFs

More about PSET

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.