Strategic Blueprint, LLC Principal ETF U S Mega Cap Transaction History

Strategic Blueprint, LLC

$1.54 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 10, 2020	SELL	$28.37 - $31.55 $907 - $1,009	-32 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$29.16 - $29.6 $933 - $947	32 New	32 $1,000

Others Institutions Holding USMC

# of Institutions

62

Shares Held

45.1M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

31.1M
Shares

$1.93 Billion
1.08% of portfolio
Principal Securities, Inc. Des Moines, IA

4.37M
Shares

$271 Million
5.9% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$266 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

964K
Shares

$59.8 Million
10.97% of portfolio
Raymond James Financial Inc St. Petersburg, FL

680K
Shares

$42.2 Million
0.02% of portfolio

About PRINCIPAL ETF U S MEGA-CAP

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