Legacy Cg, LLC Principal ETF U.S. Small Cap M Transaction History
Legacy Cg, LLC
- $233 Million
- Q1 2025
A detailed history of Legacy Cg, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Legacy Cg, LLC holds 316,839 shares of PSC stock, worth $16.2 Million. This represents 6.61% of its overall portfolio holdings.
Number of Shares
316,839
Previous 246,587
28.49%
Holding current value
$16.2 Million
Previous $12.6 Million
21.7%
% of portfolio
6.61%
Previous 5.12%
Shares
4 transactions
Others Institutions Holding PSC
# of Institutions
47Shares Held
15.3MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA8.47MShares$433 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.87MShares$95.7 Million0.03% of portfolio
-
Principal Securities, Inc. Des Moines, IA1.7MShares$86.9 Million1.95% of portfolio
-
Wealth Enhancement Advisory Services, LLC695KShares$35.5 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA511KShares$26.1 Million0.01% of portfolio