Legacy Cg, LLC Principal Exchange Traded Fund Transaction History
Legacy Cg, LLC
- $236 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding PSET
# of Institutions
20Shares Held
927KCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA390KShares$29.4 Million0.54% of portfolio
-
Envestnet Asset Management Inc341KShares$25.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC63.8KShares$4.81 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ38.4KShares$2.89 Million0.01% of portfolio
-
Golden State Wealth Management, LLC Santa Ana, CA29.4KShares$2.22 Million0.26% of portfolio