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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERSOURCE ENERGY | COM | 1501 | $61,623 | 1,031 | 0.00 | 0.00 | -296 | -22.31 | 03-31-2024 |
| NISOURCE INC | COM | 1502 | $61,544 | 2,225 | 0.00 | 0.00 | 355 | 18.98 | 03-31-2024 |
| PINNACLE FINL PARTNERS INC | COM | 1503 | $61,404 | 715 | 0.00 | 0.00 | 27 | 3.92 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUN | 1504 | $61,099 | 1,625 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
