Integrated Wealth Concepts LLC Principal Exchange Traded Fds Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 395,362 shares of YLD stock, worth $7.51 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
395,362
Previous 276,250 43.12%
Holding current value
$7.51 Million
Previous $5.35 Million 43.72%
% of portfolio
0.08%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$19.14 - $19.46 $2.28 Million - $2.32 Million
119,112 Added 43.12%
395,362 $7.69 Million
Q2 2025

Aug 14, 2025
BUY
$18.16 - $19.37 $250,971 - $267,693
13,820 Added 5.27%
276,250 $5.35 Million
Q1 2025

May 15, 2025
BUY
$19.03 - $19.51 $4.99 Million - $5.12 Million
262,430 New
262,430 $5 Million

Others Institutions Holding YLD

# of Institutions
69
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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