Cwm, LLC Principal ETF U S Mega Cap Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

A detailed history of Cwm, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Cwm, LLC holds 206 shares of USMC stock, worth $12,782. This represents 0.0% of its overall portfolio holdings.

Number of Shares

206

Holding current value

$12,782

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$56.37 - $61.98 $11,612 - $12,767	206 New	206 $12,000
Q1 2023 Apr 28, 2023	BUY	$35.74 - $39.8 $8,220 - $9,154	230 New	230 $9,000

Others Institutions Holding USMC

# of Institutions

Shares Held

45.2M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

31.1M
Shares

$1.93 Billion
1.08% of portfolio
Principal Securities, Inc. Des Moines, IA

4.37M
Shares

$271 Million
5.9% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$266 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

964K
Shares

$59.8 Million
10.97% of portfolio
Raymond James Financial Inc St. Petersburg, FL

680K
Shares

$42.2 Million
0.02% of portfolio

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About PRINCIPAL ETF U S MEGA-CAP

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