Strategic Planning Group, LLC Principal Exchange Traded Fds Call Options Transaction History

Strategic Planning Group, LLC

$507 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding YLD

# of Institutions

51

Shares Held

7.44M

Call Options Held

0

Put Options Held

0

Cyndeo Wealth Partners, LLC St. Petersburg, FL

864K
Shares

$16.8 Million
1.2% of portfolio
Principal Securities, Inc. Des Moines, IA

732K
Shares

$14.2 Million
0.35% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

613K
Shares

$11.9 Million
0.4% of portfolio
Jpmorgan Chase & CO New York, NY

610K
Shares

$11.8 Million
0.0% of portfolio
Nicolet Advisory Services, LLC Green Bay, WI

534K
Shares

$10.4 Million
0.99% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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