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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 151 | $4,135,244 | 8,603 | 0.00 | 0.00 | 1,213 | 16.41 | 03-31-2024 |
| PRINCIPAL EXCHANGE TRADED FD | REAL ESTATE ACTI | 152 | $4,126,039 | 174,903 | 0.00 | 0.00 | 21,878 | 14.30 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 153 | $4,120,175 | 9,058 | 0.00 | 0.00 | 1,061 | 13.27 | 03-31-2024 |
| CATERPILLAR INC | COM | 154 | $4,085,091 | 11,148 | 0.00 | 0.00 | -1,810 | -13.97 | 03-31-2024 |
