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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. UTILITS ETF | 1151 | $145,543 | 1,722 | 0.00 | 0.00 | -87 | -4.81 | 03-31-2024 |
| DONALDSON INC | COM | 1152 | $145,490 | 1,948 | 0.00 | 0.00 | 106 | 5.75 | 03-31-2024 |
| ISHARES TR | ESG AWR US AGRGT | 1153 | $145,133 | 3,084 | 0.00 | 0.00 | -53 | -1.69 | 03-31-2024 |
| PLANET FITNESS INC | CL A | 1154 | $144,738 | 2,311 | 0.00 | 0.00 | -211 | -8.37 | 03-31-2024 |
