Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 05-10-2024 | 03-31-2024 | 3320 | 3,210,284,634 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED THERAPEUTICS CORP DEL | COM | 1001 | $209,505 | 912 | 0.00 | 0.00 | 12 | 1.33 | 03-31-2024 |
| ARK ETF TR | INNOVATION ETF | 1002 | $209,431 | 4,182 | 0.00 | 0.00 | -2,373 | -36.20 | 03-31-2024 |
| MIDDLEBY CORP | COM | 1003 | $209,188 | 1,301 | 0.00 | 0.00 | 41 | 3.25 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P 500A EQL | 1004 | $209,066 | 7,015 | 0.00 | 0.00 | 117 | 1.70 | 03-31-2024 |
