Win Advisors, Inc Principal ETF U S Mega Cap Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

A detailed history of Win Advisors, Inc transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Win Advisors, Inc holds 123,071 shares of USMC stock, worth $7.42 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

123,071

Holding current value

$7.42 Million

% of portfolio

3.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$51.14 - $56.99 $6.29 Million - $7.01 Million	123,071 New	123,071 $7.01 Million

Others Institutions Holding USMC

# of Institutions

Shares Held

13M

Call Options Held

Put Options Held

Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$266 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$258 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$50.1 Million
9.79% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$26.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

425K
Shares

$25.6 Million
0.03% of portfolio

View Full List

About PRINCIPAL ETF U S MEGA-CAP

Ticker USMC
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