Principia Wealth Advisory, LLC Global X Mlp ETF Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Global X Mlp ETF stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 29,540 shares of MLPA stock, worth $1.44 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
29,540
Previous 32,423
8.89%
Holding current value
$1.44 Million
Previous $1.57 Billion
5.4%
% of portfolio
1.26%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding MLPA
# of Institutions
244Shares Held
21.2MCall Options Held
11.6KPut Options Held
0-
Morgan Stanley New York, NY4.52MShares$220 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.91MShares$92.6 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$57.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.1MShares$53.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$50.8 Million0.02% of portfolio