Western Wealth Management, LLC Principal Exchange Traded Fds Transaction History

Western Wealth Management, LLC

$1.62 Billion
Q2 2025

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

62

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

2.76M
Shares

$53.5 Million
0.03% of portfolio
Principal Securities, Inc. Des Moines, IA

1.44M
Shares

$27.9 Million
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$27.3 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.02M
Shares

$19.7 Million
0.01% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

938K
Shares

$18.2 Million
1.13% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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