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 |
|---|---|---|---|---|---|---|---|---|---|
| LANCASTER COLONY CORP | COM | 1051 | $185,829 | 895 | 0.00 | 0.00 | 121 | 15.63 | 03-31-2024 |
| INTERPUBLIC GROUP COS INC | COM | 1052 | $185,763 | 5,693 | 0.00 | 0.00 | -1,733 | -23.34 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 1053 | $184,933 | 2,634 | 0.00 | 0.00 | 403 | 18.06 | 03-31-2024 |
| COOPER COS INC | COM | 1054 | $184,150 | 1,815 | 0.00 | 1,815 | +Inf | 03-31-2024 |
