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 |
|---|---|---|---|---|---|---|---|---|---|
| INSULET CORP | COM | 1651 | $44,735 | 261 | 0.00 | 0.00 | -58 | -18.18 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE EQT DEP NOV | Liquidated | $0 | 0 | 0.00 | 1,150 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | INTL SMCAP DIV | 1653 | $44,473 | 682 | 0.00 | 0.00 | 5 | 0.74 | 03-31-2024 |
| BLACKROCK ETF TRUST II | ISHARES LARG CAP | 1654 | $44,216 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
