Clear Harbor Asset Management, LLC Principal Fds Principal Invt G Transaction History

Clear Harbor Asset Management, LLC

$1.23 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$26.87 - $27.83 $8,061 - $8,349	-300 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$26.76 - $27.69 $8,028 - $8,307	300 New	300 $0

Others Institutions Holding IG

# of Institutions

22

Shares Held

5.93M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.14M
Shares

$44.1 Million
0.98% of portfolio
Envestnet Asset Management Inc

2.06M
Shares

$42.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

674K
Shares

$13.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.1 Million
0.02% of portfolio
Insight Wealth Partners, LLC

158K
Shares

$3.27 Million
0.45% of portfolio

About PRINCIPAL FDS PRINCIPAL INVT G

Ticker IG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Harbor Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Harbor Asset Management, LLC with notifications on news.