Wealth Advisors Of Iowa, LLC Principal ETF U S Mega Cap Transaction History
Wealth Advisors Of Iowa, LLC
- $233 Billion
- Q1 2025
A detailed history of Wealth Advisors Of Iowa, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 33,979 shares of USMC stock, worth $2.17 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
33,979
Previous 41,501
18.12%
Holding current value
$2.17 Million
Previous $2.49 Billion
22.56%
% of portfolio
0.83%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding USMC
# of Institutions
79Shares Held
52.8MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA37.3MShares$2.38 Billion1.32% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.37MShares$279 Million5.87% of portfolio
-
Envestnet Asset Management Inc3.81MShares$244 Million0.07% of portfolio
-
O'Brien Wealth Partners LLC921KShares$58.8 Million9.49% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL792KShares$50.6 Million0.02% of portfolio