Valley National Advisers Inc Principal ETF Principal Health Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$35.22 - $39.75 $4,085 - $4,611	-116 Reduced 38.28%	187 $7,000
Q4 2023 Jan 25, 2024	SELL	$26.01 - $37.09 $403,285 - $575,080	-15,505 Reduced 98.08%	303 $11,000
Q3 2023 Nov 13, 2023	SELL	$29.59 - $36.66 $9,113 - $11,291	-308 Reduced 1.91%	15,808 $476,000
Q2 2023 Jul 31, 2023	SELL	$32.75 - $37.99 $3,668 - $4,254	-112 Reduced 0.69%	16,116 $580,000
Q1 2023 Apr 26, 2023	BUY	$31.99 - $37.9 $14,555 - $17,244	455 Added 2.88%	16,228 $572,000
Q4 2022 Jan 12, 2023	SELL	$31.95 - $35.3 $32,141 - $35,511	-1,006 Reduced 6.0%	15,773 $548,000
Q3 2022 Nov 08, 2022	SELL	N/A	-970 Reduced 5.47%	16,779 $574,000
Q2 2022 Jul 15, 2022	BUY	N/A	1,591 Added 9.85%	17,749 $633,000
Q1 2022 May 06, 2022	SELL	N/A	-18,196 Reduced 52.97%	16,158 $640,000
Q4 2021 Feb 11, 2022	SELL	N/A	-230 Reduced 0.67%	34,354 $1.63 Million
Q3 2021 Nov 10, 2021	BUY	N/A	3,564 Added 11.49%	34,584 $1.89 Million
Q2 2021 Aug 02, 2021	BUY	N/A	4,496 Added 16.95%	31,020 $1.89 Million
Q1 2021 May 07, 2021	BUY	N/A	26,524 New	26,524 $1.54 Million

Others Institutions Holding BTEC

# of Institutions

1

Shares Held

143

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

143
Shares

$0
0.0% of portfolio

About PRINCIPAL ETF PRINCIPAL HEALTH

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