Strategic Planning Group, LLC Principal Exchange Traded Fds Transaction History

Strategic Planning Group, LLC

$544 Billion
Q4 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 1,051,167 shares of YLD stock, worth $20.4 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares

1,051,167

Previous 998,813 5.24%

Holding current value

$20.4 Million

Previous $19.5 Billion 3.36%

% of portfolio

3.7%

Previous 3.85%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$19.17 - $19.61 $1 Million - $1.03 Million	52,354 Added 5.24%	1,051,167 $20.2 Billion
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

Shares Held

7.45M

Call Options Held

Put Options Held

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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Strategic Planning Group, LLC Principal Exchange Traded Fds Transaction History