Wealth Enhancement Advisory Services, LLC Principal ETF U.S. Small Cap M Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 694,501 shares of PSC stock, worth $35.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

694,501

Previous 659,015 5.38%

Holding current value

$35.5 Million

Previous $33.8 Million 0.88%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$47.13 - $54.5 $1.67 Million - $1.93 Million	35,486 Added 5.38%	694,501 $33.5 Million
Q4 2024 Mar 17, 2025	BUY	$50.76 - $56.6 $30.5 Million - $34 Million	601,411 Added 1044.04%	659,015 $33.8 Million
Q4 2024 Jan 10, 2025	SELL	$50.76 - $56.6 $10,304 - $11,489	-203 Reduced 0.35%	57,604 $2.95 Million
Q3 2024 Oct 23, 2024	SELL	$47.43 - $52.33 $2.12 Million - $2.34 Million	-44,712 Reduced 43.61%	57,807 $3 Million
Q2 2024 Jul 16, 2024	BUY	$45.95 - $49.42 $35,749 - $38,448	778 Added 0.76%	102,519 $4.93 Million
Q1 2024 Apr 15, 2024	BUY	$44.31 - $49.57 $253,541 - $283,639	5,722 Added 5.96%	101,741 $5.04 Million
Q4 2023 Jan 30, 2024	BUY	$37.92 - $46.64 $3.64 Million - $4.48 Million	96,019 New	96,019 $4.41 Million

Others Institutions Holding PSC

# of Institutions

Shares Held

15.3M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL ETF U.S. SMALL-CAP M

Ticker PSC
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Wealth Enhancement Advisory Services, LLC Principal ETF U.S. Small Cap M Transaction History