Steward Partners Investment Advisory, LLC Principal ETF U.S. Small Cap M Put Options Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PSC

# of Institutions

21

Shares Held

13M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

9.62M
Shares

$534 Million
0.29% of portfolio
Principal Securities, Inc. Des Moines, IA

1.3M
Shares

$72.1 Million
1.63% of portfolio
Envestnet Asset Management Inc

1.25M
Shares

$69.2 Million
0.02% of portfolio
Legacy Cg, LLC Plano, TX

210K
Shares

$11.7 Million
4.68% of portfolio
Wells Fargo & Company San Francisco, CA

143K
Shares

$7.97 Million
0.0% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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