Walkner Condon Financial Advisors LLC Principal Exchange Traded Fds Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding YLD
# of Institutions
51Shares Held
7.44MCall Options Held
0Put Options Held
0-
Strategic Planning Group, LLC Bountiful, UT999KShares$19.4 Million3.85% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL864KShares$16.8 Million1.2% of portfolio
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Principal Securities, Inc. Des Moines, IA732KShares$14.2 Million0.35% of portfolio
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Ameritas Investment Partners, Inc. Lincoln, NE613KShares$11.9 Million0.4% of portfolio
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Jpmorgan Chase & CO New York, NY610KShares$11.8 Million0.0% of portfolio