Symphony Financial Services, Inc. Principal ETF U S Mega Cap Transaction History
Symphony Financial Services, Inc.
- $118 Billion
- Q3 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 146,311 shares of USMC stock, worth $9.06 Million. This represents 7.09% of its overall portfolio holdings.
Number of Shares
146,311
Previous 142,784
2.47%
Holding current value
$9.06 Million
Previous $7.9 Billion
5.54%
% of portfolio
7.09%
Previous 6.79%
Shares
2 transactions
Others Institutions Holding USMC
# of Institutions
54Shares Held
44.3MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA31.1MShares$1.92 Billion1.08% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.37MShares$270 Million5.9% of portfolio
-
Envestnet Asset Management Inc4.28MShares$265 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC964KShares$59.6 Million10.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC442KShares$27.3 Million0.01% of portfolio