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Principal Exchange Traded Fd us mega cap shares owned by GeoWealth Management

Quarter-by-quarter ownership of Principal Exchange Traded Fd us mega cap (USMC) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Principal Exchange Traded Fd us mega cap

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd us mega cap held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd us mega cap by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.6M 77k 60.03

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Principal Securities
Envestnet Asset Management
LPL Financial
O'Brien Wealth Partners
Mercer Global Advisors
Raymond James Financial
Morgan Stanley
Wells Fargo & Company
Goss Wealth Management
Legacy CG
CLS Investments
Segment Wealth Management
Symphony Financial Services
Wealth Advisors of Iowa

View all funds holding Principal Exchange Traded Fd us mega cap