Cyndeo Wealth Partners, LLC Principal Exchange Traded Fds Put Options Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding YLD

# of Institutions

44

Shares Held

9.05M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

2.34M
Shares

$45.1 Million
0.03% of portfolio
Strategic Planning Group, LLC Bountiful, UT

999K
Shares

$19.2 Million
3.85% of portfolio
Nicolet Advisory Services, LLC Green Bay, WI

786K
Shares

$15.1 Million
1.49% of portfolio
Principal Securities, Inc. Des Moines, IA

732K
Shares

$14.1 Million
0.35% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

566K
Shares

$10.9 Million
0.38% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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