Wealthcare Advisory Partners LLC Principal Exchange Traded Fds Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$20.4 - $20.89 $469 - $480	-23 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$19.78 - $20.4 $454 - $469	23 New	23 $1,000

Others Institutions Holding YLD

# of Institutions

55

Shares Held

10.8M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

2.53M
Shares

$49 Million
0.03% of portfolio
Strategic Planning Group, LLC Bountiful, UT

1.05M
Shares

$20.4 Million
3.7% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

880K
Shares

$17.1 Million
1.19% of portfolio
Principal Securities, Inc. Des Moines, IA

849K
Shares

$16.4 Million
0.37% of portfolio
Raymond James Financial Inc St. Petersburg, FL

622K
Shares

$12.1 Million
0.0% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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