Rfg Bristol Wealth Advisors, LLC Principal ETF U.S. Small Cap M Transaction History
Rfg Bristol Wealth Advisors, LLC
- $359 Billion
- Q4 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 128,134 shares of PSC stock, worth $7.12 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
128,134
Previous 118,246
8.36%
Holding current value
$7.12 Million
Previous $6.74 Billion
9.81%
% of portfolio
2.06%
Previous 1.95%
Shares
2 transactions
Others Institutions Holding PSC
# of Institutions
70Shares Held
18.3MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA5.85MShares$325 Million0.18% of portfolio
-
Principal Securities, Inc. Des Moines, IA2.22MShares$123 Million2.08% of portfolio
-
Envestnet Asset Management Inc2.19MShares$122 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.44MShares$80.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.32MShares$73.6 Million0.02% of portfolio