Wealth Enhancement Advisory Services, LLC Principal ETF U S Mega Cap Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 30,356 shares of USMC stock, worth $2.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,356
Previous 26,573 14.24%
Holding current value
$2.06 Million
Previous $1.81 Million 13.8%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$66.89 - $69.85 $253,044 - $264,242
3,783 Added 14.24%
30,356 $2.06 Million
Q3 2025

Oct 29, 2025
BUY
$62.08 - $68.69 $171,837 - $190,133
2,768 Added 11.63%
26,573 $1.81 Million
Q2 2025

Jul 10, 2025
BUY
$50.94 - $62.56 $7,029 - $8,633
138 Added 0.58%
23,805 $1.49 Million
Q1 2025

Apr 16, 2025
BUY
$55.72 - $63.13 $49,145 - $55,680
882 Added 3.87%
23,667 $1.34 Million
Q4 2024

Mar 17, 2025
BUY
$56.37 - $61.98 $40,868 - $44,935
725 Added 3.29%
22,785 $1.37 Million
Q3 2024

Oct 23, 2024
SELL
$51.14 - $56.99 $13,040 - $14,532
-255 Reduced 1.14%
22,060 $1.26 Million
Q4 2023

Jan 30, 2024
SELL
$40.88 - $47.02 $4,374 - $5,031
-107 Reduced 0.48%
22,315 $1.04 Million
Q3 2023

Nov 13, 2023
BUY
$42.73 - $45.14 $958,092 - $1.01 Million
22,422 New
22,422 $960,000

Others Institutions Holding USMC

# of Institutions
88
Shares Held
55.9M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

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