Envestnet Portfolio Solutions, Inc. Principal ETF U S Mega Cap Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.8 Billion
- Q3 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,614 shares of USMC stock, worth $313,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,614
Previous 4,830
4.47%
Holding current value
$313,290
Previous $302,000
3.97%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USMC
# of Institutions
87Shares Held
55.9MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA37.4MShares$2.54 Billion1.39% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.38MShares$297 Million4.92% of portfolio
-
Envestnet Asset Management Inc4.18MShares$284 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$89.4 Million0.03% of portfolio
-
O'Brien Wealth Partners LLC906KShares$61.5 Million9.38% of portfolio