Legacy Cg, LLC Principal ETF U S Mega Cap Transaction History
Legacy Cg, LLC
- $233 Million
- Q1 2025
A detailed history of Legacy Cg, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Legacy Cg, LLC holds 306,802 shares of USMC stock, worth $17.3 Million. This represents 7.48% of its overall portfolio holdings.
Number of Shares
306,802
Previous 301,450
1.78%
Holding current value
$17.3 Million
Previous $18.1 Million
3.74%
% of portfolio
7.48%
Previous 7.33%
Shares
6 transactions
Others Institutions Holding USMC
# of Institutions
68Shares Held
44.7MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA30.1MShares$1.7 Billion1.02% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.37MShares$247 Million5.9% of portfolio
-
Envestnet Asset Management Inc4.23MShares$239 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC925KShares$52.2 Million10.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL680KShares$38.4 Million0.02% of portfolio