Number of Shares
4.37 Mil
Current Holdings Value*
$262.22 Mil
% of Portfolio
5.87%
Total Estimate Gain
$65.56 Mil
% of Total Estimate Gain
31.06%

PRINCIPAL SECURITIES, INC.'s Principal U.S. Mega-Cap ETF Holding Summary

As of 2025-03-31, PRINCIPAL SECURITIES, INC. held 4.37 Mil shares of Principal U.S. Mega-Cap ETF(USMC), totaling $262.22 Mil. This investment constitutes 5.87% of their stock portfolio, and PRINCIPAL SECURITIES, INC. now holds 9.6% of the outstanding Principal U.S. Mega-Cap ETF(USMC) stock.

The initial trade took place in 2023Q4. And since then PRINCIPAL SECURITIES, INC. has made 4 purchases of USMC, at an average price of $47.84, for a total of 4.41 Mil shares. In addition, there have been 1 sales at an average price of $58.99 for 44,351.00 shares. Based on historical transaction data and USMC's current price of $62.73, PRINCIPAL SECURITIES, INC.'s estimated gain on his USMC holdings is $65.56 Mil, reflecting a 31.06% gain to date.

PRINCIPAL SECURITIES, INC. USMC ($62.73) Holding Chart

PRINCIPAL SECURITIES, INC. USMC ($62.73) 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 %

Top Ranked Articles

  • 1