Legacy Cg, LLC Principal Exchange Traded Fds Call Options Transaction History

Legacy Cg, LLC

$247 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding YLD

# of Institutions

51

Shares Held

7.49M

Call Options Held

0

Put Options Held

0

Strategic Planning Group, LLC Bountiful, UT

1.05M
Shares

$20.5 Million
3.7% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

880K
Shares

$17.2 Million
1.19% of portfolio
Principal Securities, Inc. Des Moines, IA

849K
Shares

$16.5 Million
0.37% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

613K
Shares

$11.9 Million
0.4% of portfolio
Jpmorgan Chase & CO New York, NY

610K
Shares

$11.9 Million
0.0% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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