Legacy CG, LLC USMC Holdings History
Legacy CG, LLC's Principal U.S. Mega-Cap ETF Holding Summary
As of 2025-03-31, Legacy CG, LLC held 306,802.00 shares of Principal U.S. Mega-Cap ETF(USMC), totaling $17.42 Mil. This investment constitutes 5.63% of their stock portfolio, and Legacy CG, LLC now holds 0.69% of the outstanding Principal U.S. Mega-Cap ETF(USMC) stock.
The initial trade took place in 2023Q4. And since then Legacy CG, LLC has made 5 purchases of USMC, at an average price of $46.34, for a total of 413,041.00 shares. In addition, there have been 1 sales at an average price of $51.47 for 106,239.00 shares. Based on historical transaction data and USMC's current price of $62.73, Legacy CG, LLC's estimated gain on his USMC holdings is $5.58 Mil, reflecting a 29.13% gain to date.
Legacy CG, LLC USMC ($62.73) Holding Chart
Legacy CG, LLC USMC ($62.73) 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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