Legacy Cg, LLC Principal Exchange Traded Fds Transaction History
Legacy Cg, LLC
- $247 Million
- Q4 2024
A detailed history of Legacy Cg, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Legacy Cg, LLC holds 254,928 shares of YLD stock, worth $4.97 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
254,928
Previous 255,706
0.3%
Holding current value
$4.97 Million
Previous $4.99 Million
2.08%
% of portfolio
1.98%
Previous 2.14%
Shares
3 transactions
Others Institutions Holding YLD
# of Institutions
51Shares Held
7.49MCall Options Held
0Put Options Held
0-
Strategic Planning Group, LLC Bountiful, UT1.05MShares$20.5 Million3.7% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL880KShares$17.2 Million1.19% of portfolio
-
Principal Securities, Inc. Des Moines, IA849KShares$16.5 Million0.37% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE613KShares$11.9 Million0.4% of portfolio
-
Jpmorgan Chase & CO New York, NY610KShares$11.9 Million0.0% of portfolio