Kerntke Otto Mc Glone Wealth Management Group Principal Exchange Traded Fds Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$115 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$19.17 - $19.61 $3.64 Million - $3.73 Million	190,007 Added 214.68%	278,513 $5.34 Million
Q3 2024 Nov 12, 2024	BUY	$18.89 - $19.62 $1.67 Million - $1.74 Million	88,506 New	88,506 $1.73 Million

Others Institutions Holding YLD

# of Institutions

Shares Held

10.1M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

2.61M
Shares

$49.3 Million
0.03% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

930K
Shares

$17.6 Million
1.2% of portfolio
Principal Securities, Inc. Des Moines, IA

850K
Shares

$16.1 Million
0.36% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

646K
Shares

$12.2 Million
0.42% of portfolio
Lpl Financial LLC Fort Mill, SC

631K
Shares

$11.9 Million
0.01% of portfolio

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