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

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

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 107,339 shares of PY stock, worth $5.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

107,339

Previous 114,942 6.61%

Holding current value

$5.5 Million

Previous $5.28 Million 1.76%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

2.15M

Call Options Held

Put Options Held

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About PRINCIPAL EXCHANGE-TRADED FUND

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