Steward Partners Investment Advisory, LLC Principal Exchange Traded Fund Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding PY
# of Institutions
19Shares Held
4.79MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA3.32MShares$167 Million0.09% of portfolio
-
Principal Securities, Inc. Des Moines, IA685KShares$34.5 Million0.64% of portfolio
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Envestnet Asset Management Inc562KShares$28.3 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC98KShares$4.93 Million0.01% of portfolio
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Capital Investment Advisory Services, LLC34.1KShares$1.72 Million0.15% of portfolio