Wealth Enhancement Advisory Services, LLC Principal Exchange Traded Fund Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 97,989 shares of PY stock, worth $4.93 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
97,989
Previous 99,091 1.11%
Holding current value
$4.93 Million
Previous $4.81 Million 1.04%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$42.74 - $49.55 $47,099 - $54,604
-1,102 Reduced 1.11%
97,989 $4.86 Million
Q1 2025

Apr 16, 2025
SELL
$47.61 - $51.6 $188,868 - $204,697
-3,967 Reduced 3.85%
99,091 $4.81 Million
Q4 2024

Mar 17, 2025
SELL
$48.87 - $52.48 $209,212 - $224,666
-4,281 Reduced 3.99%
103,058 $5.1 Million
Q3 2024

Oct 23, 2024
SELL
$45.3 - $50.09 $344,415 - $380,834
-7,603 Reduced 6.61%
107,339 $5.38 Million
Q2 2024

Jul 16, 2024
SELL
$43.94 - $46.32 $693,680 - $731,253
-15,787 Reduced 12.08%
114,942 $5.28 Million
Q1 2024

Apr 15, 2024
SELL
$42.48 - $46.87 $1.07 Million - $1.18 Million
-25,142 Reduced 16.13%
130,729 $6.13 Million
Q4 2023

Jan 30, 2024
SELL
$36.93 - $43.77 $2.16 Million - $2.56 Million
-58,559 Reduced 27.31%
155,871 $6.76 Million
Q3 2023

Nov 13, 2023
BUY
$39.19 - $42.57 $8.4 Million - $9.13 Million
214,430 New
214,430 $8.44 Million

Others Institutions Holding PY

# of Institutions
19
Shares Held
4.99M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FUND

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