Number of Shares
1.70 Mil
Current Holdings Value*
$87.11 Mil
% of Portfolio
1.95%
Total Estimate Gain
$8.45 Mil
% of Total Estimate Gain
10.28%

PRINCIPAL SECURITIES, INC.'s Principal U.S. Small-Cap Multi-Factor ETF Holding Summary

As of 2025-03-31, PRINCIPAL SECURITIES, INC. held 1.70 Mil shares of Principal U.S. Small-Cap Multi-Factor ETF(PSC), totaling $87.11 Mil. This investment constitutes 1.95% of their stock portfolio, and PRINCIPAL SECURITIES, INC. now holds 10.99% of the outstanding Principal U.S. Small-Cap Multi-Factor ETF(PSC) stock.

The initial trade took place in 2023Q4. And since then PRINCIPAL SECURITIES, INC. has made 5 purchases of PSC, at an average price of $48.40, for a total of 1.70 Mil shares. Based on historical transaction data and PSC's current price of $53.38, PRINCIPAL SECURITIES, INC.'s estimated gain on his PSC holdings is $8.45 Mil, reflecting a 10.28% gain to date.

PRINCIPAL SECURITIES, INC. PSC ($53.38) Holding Chart

PRINCIPAL SECURITIES, INC. PSC ($53.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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