Strategic Planning Group, LLC Principal Exchange Traded Fds Transaction History
Strategic Planning Group, LLC
- $458 Billion
- Q2 2024
A detailed history of Strategic Planning Group, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Strategic Planning Group, LLC holds 664,805 shares of YLD stock, worth $12.9 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
664,805
Previous 459,137
44.79%
Holding current value
$12.9 Million
Previous $8.8 Billion
43.97%
% of portfolio
2.77%
Previous 2.2%
Shares
3 transactions
Others Institutions Holding YLD
# of Institutions
41Shares Held
8.93MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.32MShares$44.9 Million0.03% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL839KShares$16.3 Million1.26% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI786KShares$15.2 Million1.49% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN569KShares$11 Million1.78% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE566KShares$11 Million0.38% of portfolio