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Get Institutions for : 
Principal Price Setters Index Etf (PSET)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    0
Total shares held : 
675,968  
% of shares held : 
0.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
-34,933  
% of shares held change : 
  -0.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 23,809
 3.52%
 
Increased Positions :
6
 103,965
 15.38%
 
Unchanged Positions :
3
 204,772
 30.29%
 
Decreased Positions :
3
-93,221
-13.79%
 
Closed Positions :
4
-69,486
-10.28%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PRINCIPAL SECURITIES INC. 39 - 2024-03-31 220,736 $14,970,000 16,358
   MULTIFINANCIAL SECURITIES CORP 136 - 2023-12-31 185,790 $11,381,000 99,795
   LPL FINANCIAL CORP 2107 - 2024-03-31 47,422 $3,216,000 34,727
   RAYMOND JAMES & ASSOCIATES 3308 - 2024-03-31 4,583 $311,000 300
   MORGAN STANLEY 5998 - 2023-12-31 693 $43,000 39
   Smartleaf Asset Management LLC 641 - 2024-03-31 557 $34,000 163

  6 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results