United Capital Financial Advisers, LLC Principal Exchange Traded Fds Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding YLD
# of Institutions
56Shares Held
10.8MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.53MShares$48.9 Million0.03% of portfolio
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Strategic Planning Group, LLC Bountiful, UT1.05MShares$20.3 Million3.7% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL880KShares$17 Million1.19% of portfolio
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Principal Securities, Inc. Des Moines, IA849KShares$16.4 Million0.37% of portfolio
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Raymond James Financial Inc St. Petersburg, FL622KShares$12 Million0.0% of portfolio