Mutual Advisors, LLC Principal ETF U.S. Small Cap M Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	SELL	$44.31 - $49.57 $1.09 Million - $1.22 Million	-24,552 Reduced 66.16%	12,560 $622,000
Q4 2023 Jan 12, 2024	SELL	$37.92 - $46.64 $270,748 - $333,009	-7,140 Reduced 16.13%	37,112 $1.71 Million
Q3 2023 Nov 13, 2023	BUY	$40.34 - $44.4 $1.79 Million - $1.96 Million	44,252 New	44,252 $1.81 Million
Q1 2023 Apr 11, 2023	BUY	$38.54 - $44.26 $1.71 Million - $1.97 Million	44,442 New	44,442 $1.78 Million
Q3 2022 Nov 03, 2022	BUY	$36.55 - $43.63 $475,113 - $567,146	12,999 Added 145.09%	21,958 $808,000
Q2 2022 Aug 15, 2022	BUY	$37.08 - $44.74 $332,199 - $400,825	8,959 New	8,959 $341,000

Others Institutions Holding PSC

# of Institutions

25

Shares Held

3.81M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

1.3M
Shares

$67.5 Million
1.63% of portfolio
Envestnet Asset Management Inc

1.25M
Shares

$64.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

370K
Shares

$19.3 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

220K
Shares

$11.5 Million
0.0% of portfolio
Legacy Cg, LLC Plano, TX

210K
Shares

$10.9 Million
4.68% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

Ticker PSC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mutual Advisors, LLC with notifications on news.