Legacy Cg, LLC Principal ETF U S Mega Cap Transaction History
Legacy Cg, LLC
- $233 Million
- Q3 2024
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 271,867 shares of USMC stock, worth $16.4 Million. This represents 6.64% of its overall portfolio holdings.
Number of Shares
271,867
Previous 256,200
6.12%
Holding current value
$16.4 Million
Previous $13.9 Million
11.48%
% of portfolio
6.64%
Previous 5.99%
Shares
4 transactions
Others Institutions Holding USMC
# of Institutions
51Shares Held
13MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA4.41MShares$266 Million6.08% of portfolio
-
Envestnet Asset Management Inc4.28MShares$258 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC831KShares$50.1 Million9.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC442KShares$26.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL425KShares$25.6 Million0.03% of portfolio