LVZ, Inc. - PRINCIPAL EXCHANGE-TRADED FD ownership

Quarter-by-quarter ownership
LVZ, Inc. ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$614,793
-49.4%
31,247
-47.1%
0.10%
-41.4%
Q2 2023$1,213,96159,0160.17%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
Western Wealth Management, LLC 148,224$2,916,3110.25%
Insight Wealth Partners, LLC 56,216$1,106,0540.21%
Claro Advisors LLC 32,306$635,6250.16%
LVZ, Inc. 31,247$614,7930.10%
Callan Capital, LLC 11,762$231,4170.02%
Raymond James Financial Services Advisors, Inc. 411,060$8,087,6060.02%
ENVESTNET ASSET MANAGEMENT INC 1,271,241$25,011,6640.01%
Sound Income Strategies, LLC 3,120$61,3940.01%
Atria Wealth Solutions, Inc. 15,900$312,8330.00%
JANE STREET GROUP, LLC 156,003$3,069,3590.00%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders