Symphony Financial Services, Inc. Principal ETF U S Mega Cap Transaction History
Symphony Financial Services, Inc.
- $124 Billion
- Q4 2024
A detailed history of Symphony Financial Services, Inc. transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Symphony Financial Services, Inc. holds 150,123 shares of USMC stock, worth $8.83 Million. This represents 7.24% of its overall portfolio holdings.
Number of Shares
150,123
Previous 146,311
2.61%
Holding current value
$8.83 Million
Previous $8.34 Billion
8.08%
% of portfolio
7.24%
Previous 7.09%
Shares
3 transactions
Others Institutions Holding USMC
# of Institutions
66Shares Held
45.7MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA31.1MShares$1.83 Billion1.08% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.37MShares$257 Million5.9% of portfolio
-
Envestnet Asset Management Inc4.23MShares$249 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC964KShares$56.7 Million10.97% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL680KShares$40 Million0.02% of portfolio