Legacy Cg, LLC Principal ETF U.S. Small Cap M Transaction History
Legacy Cg, LLC
- $236 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding PSC
# of Institutions
60Shares Held
15.4MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA5.79MShares$305 Million0.18% of portfolio
-
Principal Securities, Inc. Des Moines, IA2.25MShares$119 Million2.25% of portfolio
-
Envestnet Asset Management Inc2.23MShares$117 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.12MShares$59 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC776KShares$40.9 Million0.07% of portfolio