Envestnet Portfolio Solutions, Inc.
Position in USMC — Principal U.S. Mega-Cap ETF
CIK 1998033
BERWYN, PA
All Filings in USMC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 USMC | $336,774 | 4,920 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 USMC | $314,550 | 4,614 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 USMC | $302,164 | 4,830 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||