Legacy Cg, LLC Principal ETF U.S. Small Cap M Transaction History

Legacy Cg, LLC

$232 Million
Q2 2024

A detailed history of Legacy Cg, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Legacy Cg, LLC holds 333,568 shares of PSC stock, worth $16.7 Million. This represents 6.92% of its overall portfolio holdings.

Number of Shares

333,568

Holding current value

$16.7 Million

% of portfolio

6.92%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$45.95 - $49.42 $15.3 Million - $16.5 Million	333,568 New	333,568 $16.1 Million

Others Institutions Holding PSC

# of Institutions

Shares Held

13M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

9.58M
Shares

$481 Million
0.29% of portfolio
Principal Securities, Inc. Des Moines, IA

1.26M
Shares

$63.3 Million
1.67% of portfolio
Envestnet Asset Management Inc

1.22M
Shares

$61.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

143K
Shares

$7.19 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

103K
Shares

$5.18 Million
0.0% of portfolio

View Full List

About PRINCIPAL ETF U.S. SMALL-CAP M

Ticker PSC
Sector ETFs
Industry ETFs

More about PSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Cg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Cg, LLC with notifications on news.

Account