Assetmark, Inc Principal Exchange Traded Fund Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Assetmark, Inc holds 1,150 shares of PSET stock, worth $86,617. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,150

Previous 1,150 -0.0%

Holding current value

$86,617

Previous $84,000 3.57%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$58.64 - $73.6 $67,436 - $84,640	1,150 New	1,150 $84,000

Others Institutions Holding PSET

# of Institutions

Shares Held

894K

Call Options Held

Put Options Held

Principal Securities, Inc. Des Moines, IA

367K
Shares

$27.7 Million
0.46% of portfolio
Envestnet Asset Management Inc

335K
Shares

$25.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

62.1K
Shares

$4.68 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

37.9K
Shares

$2.85 Million
0.0% of portfolio
Golden State Wealth Management, LLC Santa Ana, CA

28.1K
Shares

$2.12 Million
0.24% of portfolio

View Full List

About PRINCIPAL EXCHANGE-TRADED FUND

Ticker PSET
Sector ETFs
Industry ETFs

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