Legacy Cg, LLC Principal Exchange Traded Fds Call Options Transaction History
Legacy Cg, LLC
- $236 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding YLD
# of Institutions
61Shares Held
13.1MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.76MShares$53.2 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC1.39MShares$26.8 Million0.01% of portfolio
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Envestnet Asset Management Inc1.02MShares$19.6 Million0.01% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL938KShares$18 Million1.13% of portfolio
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Principal Securities, Inc. Des Moines, IA850KShares$16.4 Million0.36% of portfolio