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 $31.8 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
694,501
Previous 659,015
5.38%
Holding current value
$31.8 Million
Previous $33.8 Million
0.88%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding PSC
# of Institutions
42Shares Held
15.4MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA9.43MShares$432 Million0.28% of portfolio
-
Principal Securities, Inc. Des Moines, IA1.7MShares$77.8 Million1.96% of portfolio
-
Envestnet Asset Management Inc1.64MShares$75 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA428KShares$19.6 Million0.01% of portfolio
-
Legacy Cg, LLC Plano, TX317KShares$14.5 Million6.61% of portfolio