Kestra Advisory Services, LLC Principal ETF U.S. Small Cap M Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 11,437 shares of PSC stock, worth $635,668. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,437
Previous 11,545
0.94%
Holding current value
$635,668
Previous $615,000
5.85%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PSC
# of Institutions
68Shares Held
18.3MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA5.85MShares$325 Million0.18% of portfolio
-
Principal Securities, Inc. Des Moines, IA2.22MShares$123 Million2.08% of portfolio
-
Envestnet Asset Management Inc2.19MShares$122 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.44MShares$80.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.32MShares$73.6 Million0.02% of portfolio