Steward Partners Investment Advisory, LLC Principal ETF U S Mega Cap Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding USMC
# of Institutions
52Shares Held
46.7MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA33.7MShares$2.02 Billion1.12% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.41MShares$264 Million6.08% of portfolio
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Envestnet Asset Management Inc4.28MShares$256 Million0.08% of portfolio
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O'Brien Wealth Partners LLC831KShares$49.7 Million9.79% of portfolio
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Lpl Financial LLC Fort Mill, SC442KShares$26.4 Million0.01% of portfolio