Principle Wealth Partners LLC Vaneck ETF Tr Morningstar Smid Transaction History

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025

A detailed history of Principle Wealth Partners LLC transactions in Vaneck ETF Tr Morningstar Smid stock. As of the latest transaction made, Principle Wealth Partners LLC holds 12,208 shares of SMOT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,208
Previous 12,208 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
N/A
-794,058 Reduced 98.49%
12,208 $0
Q1 2025

May 06, 2025
BUY
N/A
26,072 Added 3.34%
806,266 $0
Q4 2024

Jan 29, 2025
BUY
N/A
4,235 Added 0.55%
780,194 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-1,869 Reduced 0.24%
775,959 $0
Q2 2024

Aug 13, 2024
BUY
N/A
51,377 Added 7.07%
777,828 $0
Q1 2024

Apr 23, 2024
BUY
N/A
67,406 Added 10.23%
726,451 $0
Q4 2023

Feb 05, 2024
BUY
N/A
75,526 Added 12.94%
659,045 $0
Q3 2023

Nov 01, 2023
BUY
N/A
117,272 Added 25.15%
583,519 $0
Q2 2023

Jul 31, 2023
BUY
N/A
466,247 New
466,247 $0

Others Institutions Holding SMOT

# of Institutions
110
Shares Held
8.33M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR MORNINGSTAR SMID

SMOT Quotes by TradingView
  • Ticker SMOT
More about SMOT
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email