Strategic Planning Group, LLC Principal Exchange Traded Fds Transaction History

Strategic Planning Group, LLC

  • $507 Billion
  • Q3 2024

A detailed history of Strategic Planning Group, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Strategic Planning Group, LLC holds 998,813 shares of YLD stock, worth $19.4 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
998,813
Previous 664,805 50.24%
Holding current value
$19.4 Million
Previous $12.7 Billion 54.02%
% of portfolio
3.85%
Previous 2.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$18.89 - $19.62 $6.31 Million - $6.55 Million
334,008 Added 50.24%
998,813 $19.5 Billion
Q2 2024

Aug 02, 2024
BUY
$18.74 - $19.15 $3.85 Million - $3.94 Million
205,668 Added 44.79%
664,805 $12.7 Billion
Q1 2024

Apr 12, 2024
BUY
$18.75 - $19.2 $2.21 Million - $2.27 Million
118,064 Added 34.62%
459,137 $8.8 Billion
Q4 2023

Apr 11, 2024
BUY
$17.66 - $19.07 $6.02 Million - $6.5 Million
341,073 New
341,073 $6.43 Billion

Others Institutions Holding YLD

# of Institutions
51
Shares Held
7.44M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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