U.S. Capital Wealth Advisors, LLC Principal ETF U S Mega Cap Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 8,002 shares of USMC stock, worth $545,976. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,002
Previous 9,538 16.1%
Holding current value
$545,976
Previous $596,000 8.56%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$62.08 - $68.69 $95,354 - $105,507
-1,536 Reduced 16.1%
8,002 $545,000
Q2 2025

Jul 14, 2025
SELL
$50.94 - $62.56 $35,963 - $44,167
-706 Reduced 6.89%
9,538 $596,000
Q1 2025

Apr 29, 2025
BUY
$55.72 - $63.13 $20,616 - $23,358
370 Added 3.75%
10,244 $581,000
Q4 2024

Jan 24, 2025
BUY
$56.37 - $61.98 $556,597 - $611,990
9,874 New
9,874 $592,000

Others Institutions Holding USMC

# of Institutions
85
Shares Held
53.5M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
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