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

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 11,288 shares of USMC stock, worth $766,455. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,288
Previous 11,486 1.72%
Holding current value
$766,455
Previous $718,000 7.1%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$62.08 - $68.69 $12,291 - $13,600
-198 Reduced 1.72%
11,288 $769,000
Q2 2025

Aug 12, 2025
BUY
$50.94 - $62.56 $525,446 - $645,306
10,315 Added 880.87%
11,486 $718,000
Q1 2025

May 13, 2025
BUY
$55.72 - $63.13 $48,532 - $54,986
871 Added 290.33%
1,171 $66,000
Q4 2024

Feb 06, 2025
BUY
$56.37 - $61.98 $16,911 - $18,594
300 New
300 $18,000
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
87
Shares Held
55.9M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
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