Stifel Financial Corp Principal ETF U S Mega Cap Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Stifel Financial Corp holds 4,150 shares of USMC stock, worth $256,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,150

Holding current value

$256,262

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$51.14 - $56.99 $212,231 - $236,508	4,150 New	4,150 $236,000

Others Institutions Holding USMC

# of Institutions

Shares Held

13.1M

Call Options Held

Put Options Held

Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$272 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$265 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$51.3 Million
9.79% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$27.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

425K
Shares

$26.2 Million
0.03% of portfolio

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About PRINCIPAL ETF U S MEGA-CAP

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