Laidlaw Wealth Management LLC Principal ETF U S Mega Cap Transaction History

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 10,244 shares of USMC stock, worth $635,640. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,244
Previous 10,094 1.49%
Holding current value
$635,640
Previous $575,000 6.78%
% of portfolio
0.23%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$56.37 - $61.98 $8,455 - $9,297
150 Added 1.49%
10,244 $614,000
Q3 2024

Nov 12, 2024
BUY
$51.14 - $56.99 $18,461 - $20,573
361 Added 3.71%
10,094 $575,000
Q2 2024

Aug 01, 2024
BUY
$48.61 - $54.3 $39,325 - $43,928
809 Added 9.07%
9,733 $528,000
Q1 2024

May 15, 2024
BUY
$46.19 - $51.56 $73,580 - $82,135
1,593 Added 21.73%
8,924 $458,000
Q4 2023

Feb 12, 2024
BUY
$40.88 - $47.02 $2,289 - $2,633
56 Added 0.77%
7,331 $342,000
Q3 2023

Nov 13, 2023
BUY
$42.73 - $45.14 $310,860 - $328,393
7,275 New
7,275 $311,000

Others Institutions Holding USMC

# of Institutions
62
Shares Held
45.1M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
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