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

Laidlaw Wealth Management LLC

  • $170 Million
  • Q1 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 8,924 shares of USMC stock, worth $487,339. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,924
Previous 7,331 21.73%
Holding current value
$487,339
Previous $342,000 33.92%
% of portfolio
0.27%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
42
Shares Held
45.9M
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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