Benedict Financial Advisors Inc Principal ETF U S Mega Cap Transaction History

Benedict Financial Advisors Inc

$421 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$34.92 - $36.96 $229,005 - $242,383	-6,558 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$31.45 - $35.67 $206,249 - $233,923	6,558 New	6,558 $234,000

Others Institutions Holding USMC

# of Institutions

51

Shares Held

13M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$272 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$265 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$51.3 Million
9.79% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$27.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

425K
Shares

$26.2 Million
0.03% of portfolio

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