Avaii Wealth Management, LLC Principal ETF U.S. Small Cap M Transaction History
Avaii Wealth Management, LLC
- $182 Million
- Q4 2024
A detailed history of Avaii Wealth Management, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 4,307 shares of PSC stock, worth $230,682. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,307Holding current value
$230,682% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding PSC
# of Institutions
28Shares Held
3.85MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA1.3MShares$69.5 Million1.63% of portfolio
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Envestnet Asset Management Inc1.25MShares$66.7 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA370KShares$19.8 Million0.0% of portfolio
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Legacy Cg, LLC Plano, TX247KShares$13.2 Million5.12% of portfolio
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Royal Bank Of Canada Toronto, A6220KShares$11.8 Million0.0% of portfolio