Strategic Planning Group, LLC Principal Exchange Traded Fds Transaction History
Strategic Planning Group, LLC
- $511 Billion
- Q1 2025
Shares
5 transactions
Others Institutions Holding YLD
# of Institutions
52Shares Held
10.1MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.53MShares$48.2 Million0.03% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL930KShares$17.7 Million1.2% of portfolio
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Principal Securities, Inc. Des Moines, IA849KShares$16.2 Million0.37% of portfolio
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Ameritas Investment Partners, Inc. Lincoln, NE646KShares$12.3 Million0.42% of portfolio
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Lpl Financial LLC Fort Mill, SC631KShares$12 Million0.01% of portfolio