Balanced Wealth Group LLC Principal Exchange Traded Fds Transaction History
Balanced Wealth Group LLC
- $273 Billion
- Q4 2025
A detailed history of Balanced Wealth Group LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Balanced Wealth Group LLC holds 712,304 shares of YLD stock, worth $13.5 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
712,304Holding current value
$13.5 Million% of portfolio
5.04%Shares
1 transactions
Others Institutions Holding YLD
# of Institutions
70Shares Held
18.1MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.87MShares$54.5 Million0.03% of portfolio
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Principal Securities, Inc. Des Moines, IA2.11MShares$40.1 Million0.68% of portfolio
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Lpl Financial LLC Fort Mill, SC1.7MShares$32.3 Million0.01% of portfolio
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Envestnet Asset Management Inc1.62MShares$30.7 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.06MShares$20.1 Million0.0% of portfolio