Western Wealth Management, LLC Principal Exchange Traded Fds Transaction History
Western Wealth Management, LLC
- $1.72 Billion
- Q3 2024
A detailed history of Western Wealth Management, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Western Wealth Management, LLC holds 15,031 shares of YLD stock, worth $292,052. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,031Holding current value
$292,052% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding YLD
# of Institutions
51Shares Held
7.44MCall Options Held
0Put Options Held
0-
Strategic Planning Group, LLC Bountiful, UT999KShares$19.4 Million3.85% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL864KShares$16.8 Million1.2% of portfolio
-
Principal Securities, Inc. Des Moines, IA732KShares$14.2 Million0.35% of portfolio
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Ameritas Investment Partners, Inc. Lincoln, NE613KShares$11.9 Million0.4% of portfolio
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Jpmorgan Chase & CO New York, NY610KShares$11.8 Million0.0% of portfolio