Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / PRNC INVT GRAD
-
Total 13F shares
-
1,983,195
-
Share change
-
+394,135
-
Total reported value
-
$40,794,437
-
Price per share
-
$20.57
-
Number of holders
-
16
-
Value change
-
+$8,037,252
-
Number of buys
-
10
-
Number of sells
-
6
Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) as of Q2 2023
As of 30 Jun 2023,
PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD (IG) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,983,195 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Raymond James Financial Services Advisors, Inc., JANE STREET GROUP, LLC, Western Wealth Management, LLC, BANK OF AMERICA CORP /DE/, LVZ, Inc., Insight Wealth Partners, LLC, Claro Advisors LLC, Atria Wealth Solutions, Inc., and LPL Financial LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.