Bank Of America Corp Principal ETF U.S. Small Cap M Transaction History

Bank Of America Corp

$1.43 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$47.13 - $54.5 $4,713 - $5,450	100 New	100 $4,000
Q4 2023 Feb 14, 2024	BUY	$37.92 - $46.64 $6,105 - $7,509	161 New	161 $7,000

Others Institutions Holding PSC

# of Institutions

69

Shares Held

18.3M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

5.85M
Shares

$325 Million
0.18% of portfolio
Principal Securities, Inc. Des Moines, IA

2.22M
Shares

$123 Million
2.08% of portfolio
Envestnet Asset Management Inc

2.19M
Shares

$122 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.44M
Shares

$80.1 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.32M
Shares

$73.6 Million
0.02% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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