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 |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORP | COM | 301 | $1,790,170 | 3,335 | 0.00 | 0.00 | 273 | 8.92 | 03-31-2024 |
| ASML HOLDING N V | N Y REGISTRY SHS | 302 | $1,784,767 | 1,839 | 0.00 | 0.00 | 351 | 23.59 | 03-31-2024 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGREGATE BOND E | 303 | $1,782,976 | 83,200 | 0.00 | 0.00 | 34,296 | 70.13 | 03-31-2024 |
| ISHARES TR | EAFE GRWTH ETF | 304 | $1,775,986 | 17,111 | 0.00 | 0.00 | -438 | -2.50 | 03-31-2024 |
