Legacy Cg, LLC Principal Exchange Traded Fds Transaction History

Legacy Cg, LLC

$232 Million
Q2 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 257,082 shares of YLD stock, worth $4.98 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

257,082

Holding current value

$4.98 Million

% of portfolio

2.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$18.74 - $19.15 $4.82 Million - $4.92 Million	257,082 New	257,082 $4.9 Million

Others Institutions Holding YLD

# of Institutions

Shares Held

8.93M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

2.32M
Shares

$44.9 Million
0.03% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

839K
Shares

$16.3 Million
1.26% of portfolio
Nicolet Advisory Services, LLC Green Bay, WI

786K
Shares

$15.2 Million
1.49% of portfolio
Strategic Planning Group, LLC Bountiful, UT

665K
Shares

$12.9 Million
2.77% of portfolio
Redhawk Wealth Advisors, Inc. Minneapolis, MN

569K
Shares

$11 Million
1.78% of portfolio

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
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