Legacy CG, LLC PSC Holdings History

Number of Shares
316,839.00
Current Holdings Value*
$15.39 Mil
% of Portfolio
4.97%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
6.77%

Legacy CG, LLC's Principal U.S. Small-Cap Multi-Factor ETF Holding Summary

As of 2025-03-31, Legacy CG, LLC held 316,839.00 shares of Principal U.S. Small-Cap Multi-Factor ETF(PSC), totaling $15.39 Mil. This investment constitutes 4.97% of their stock portfolio, and Legacy CG, LLC now holds 2.15% of the outstanding Principal U.S. Small-Cap Multi-Factor ETF(PSC) stock.

The initial trade took place in 2024Q2. And since then Legacy CG, LLC has made 3 purchases of PSC, at an average price of $48.90, for a total of 440,612.00 shares. In addition, there have been 1 sales at an average price of $50.05 for 123,773.00 shares. Based on historical transaction data and PSC's current price of $53.05, Legacy CG, LLC's estimated gain on his PSC holdings is $1.46 Mil, reflecting a 6.77% gain to date.

Legacy CG, LLC PSC ($53.05) Holding Chart

Legacy CG, LLC PSC ($53.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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