Western Wealth Management, LLC Principal Exchange Traded Fds Transaction History

Western Wealth Management, LLC

  • $321 Million
  • Q4 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 15,722 shares of YLD stock, worth $300,290. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,722
Previous 15,031 4.6%
Holding current value
$300,290
Previous $293,000 2.73%
% of portfolio
0.09%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
BUY
$19.17 - $19.61 $13,246 - $13,550
691 Added 4.6%
15,722 $301,000
Q3 2024

Nov 12, 2024
BUY
$18.89 - $19.62 $283,935 - $294,908
15,031 New
15,031 $293,000

Others Institutions Holding YLD

# of Institutions
54
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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