Wealth Enhancement Advisory Services, LLC Principal ETF U S Mega Cap Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 23,805 shares of USMC stock, worth $1.62 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,805

Previous 23,667 0.58%

Holding current value

$1.62 Million

Previous $1.34 Million 11.2%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$50.94 - $62.56 $7,029 - $8,633	138 Added 0.58%	23,805 $1.49 Million
Q1 2025 Apr 16, 2025	BUY	$55.72 - $63.13 $49,145 - $55,680	882 Added 3.87%	23,667 $1.34 Million
Q4 2024 Mar 17, 2025	BUY	$56.37 - $61.98 $40,868 - $44,935	725 Added 3.29%	22,785 $1.37 Million
Q3 2024 Oct 23, 2024	SELL	$51.14 - $56.99 $13,040 - $14,532	-255 Reduced 1.14%	22,060 $1.26 Million
Q4 2023 Jan 30, 2024	SELL	$40.88 - $47.02 $4,374 - $5,031	-107 Reduced 0.48%	22,315 $1.04 Million
Q3 2023 Nov 13, 2023	BUY	$42.73 - $45.14 $958,092 - $1.01 Million	22,422 New	22,422 $960,000

Others Institutions Holding USMC

# of Institutions

Shares Held

53.3M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL ETF U S MEGA-CAP

Ticker USMC
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Wealth Enhancement Advisory Services, LLC Principal ETF U S Mega Cap Transaction History