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 $15.9 Million. This represents 6.64% of its overall portfolio holdings.
Number of Shares
271,867
Previous 256,200
6.12%
Holding current value
$15.9 Million
Previous $13.9 Million
11.48%
% of portfolio
6.64%
Previous 5.99%
Shares
4 transactions
Others Institutions Holding USMC
# of Institutions
52Shares Held
46.7MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA33.7MShares$1.97 Billion1.12% of portfolio
-
Principal Securities, Inc. Des Moines, IA4.41MShares$258 Million6.08% of portfolio
-
Envestnet Asset Management Inc4.28MShares$250 Million0.08% of portfolio
-
O'Brien Wealth Partners LLC831KShares$48.5 Million9.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC442KShares$25.8 Million0.01% of portfolio