Kestra Advisory Services, LLC Principal ETF U S Mega Cap Transaction History

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 74,237 shares of USMC stock, worth $4.55 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
74,237
Previous 46,448 59.83%
Holding current value
$4.55 Million
Previous $2.65 Million 68.34%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$56.37 - $61.98 $1.57 Million - $1.72 Million
27,789 Added 59.83%
74,237 $4.46 Million
Q3 2024

Nov 13, 2024
BUY
$51.14 - $56.99 $2.38 Million - $2.65 Million
46,448 New
46,448 $2.65 Million
Q1 2023

May 12, 2023
BUY
$35.74 - $39.8 $253,932 - $282,779
7,105 New
7,105 $282,000

Others Institutions Holding USMC

# of Institutions
66
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email