Principal Lifetime 2030-APTCAX

13F holders, Q2 2024 (June 30)
1holders
$14.15avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Principal Lifetime 2030-A (PTCAX) in their 13F filings. The largest holder was Belpointe Asset Management LLC ($38K).

Company
Principal Lifetime 2030-A
CUSIP
74254U309
Latest filing quarter
Q3 2024

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions1$38K
Exits0$0

Ownership 1 holders

Belpointe Asset Management LLC 0.00% New 2,718 $38K

"% of holder's portfolio" is PTCAX's weight in each manager's 13F, not the share of Principal Lifetime 2030-A the manager owns.