Steward Partners Investment Advisory, LLC Principal Exchange Traded Fund Transaction History
Steward Partners Investment Advisory, LLC
- $12.3 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding PY
# of Institutions
21Shares Held
4.87MCall 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
-
Envestnet Asset Management Inc562KShares$28.3 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC98KShares$4.93 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC49.8KShares$2.51 Million0.0% of portfolio