Steward Partners Investment Advisory, LLC Principal ETF U S Mega Cap Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$37.06 - $39.72 $5,929 - $6,355	-160 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$34.92 - $36.96 $5,587 - $5,913	160 New	160 $0

Others Institutions Holding USMC

# of Institutions

45

Shares Held

46.5M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

33.7M
Shares

$1.97 Billion
1.12% of portfolio
Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$258 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$250 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$48.6 Million
9.79% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

425K
Shares

$24.8 Million
0.03% of portfolio

About PRINCIPAL ETF U S MEGA-CAP

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