Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / PRNC INVT GRAD
-
Total 13F shares
-
1,589,060
-
Share change
-
+651,808
-
Total reported value
-
$33,342,305
-
Price per share
-
$20.99
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Number of holders
-
14
-
Value change
-
+$13,691,956
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Number of buys
-
10
-
Number of sells
-
4
Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) as of Q1 2023
As of 31 Mar 2023 PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,589,060 shares of stock of the company.
Largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, Cerity Partners LLC, JANE STREET GROUP, LLC, BANK OF AMERICA CORP /DE/, Western Wealth Management, LLC, Insight Wealth Partners, LLC, Claro Advisors LLC, LPL Financial LLC, Atria Wealth Solutions, Inc., and Callan Capital, LLC.
This table shows 14 institutional shareholders of the security as of 31 Mar 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.