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 MALVERN FDS STRM INFPROIDX 201 $3,132,688 65,414 0.00 0.00 7,130 12.23 03-31-2024
VANGUARD INDEX FDS MCAP VL IDXVIP 202 $3,082,728 19,772 0.00 0.00 1,387 7.54 03-31-2024
AUTODESK INC COM 203 $3,060,456 11,752 0.00 0.00 852 7.82 03-31-2024
ABBOTT LABS COM 204 $3,015,664 26,532 0.00 0.00 -107 -0.40 03-31-2024
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