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 $7.19 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

123,071

Holding current value

$7.19 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

46.7M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

33.7M
Shares

$1.97 Billion
1.12% of portfolio
Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$258 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$250 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$48.5 Million
9.79% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$25.8 Million
0.01% of portfolio

View Full List

About PRINCIPAL ETF U S MEGA-CAP

Ticker USMC
Sector ETFs
Industry ETFs

More about USMC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Account