Principle Wealth Partners LLC SMOT Holdings History
Principle Wealth Partners LLC's VanEck Morningstar SMID Moat ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 806,266.00 shares of VanEck Morningstar SMID Moat ETF(SMOT), totaling $26.44 Mil. This investment constitutes 1.89% of their stock portfolio, and Principle Wealth Partners LLC now holds 7.56% of the outstanding VanEck Morningstar SMID Moat ETF(SMOT) stock.
The initial trade took place in 2023Q2. And since then Principle Wealth Partners LLC has made 7 purchases of SMOT, at an average price of $29.27, for a total of 808,135.00 shares. In addition, there have been 1 sales at an average price of $33.14 for 1,869.00 shares. Based on historical transaction data and SMOT's current price of $35.49, Principle Wealth Partners LLC's estimated gain on his SMOT holdings is $5.02 Mil, reflecting a 21.22% gain to date.
Principle Wealth Partners LLC SMOT ($35.49) Holding Chart
Principle Wealth Partners LLC SMOT ($35.49) 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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