Legacy CG, LLC USMC Holdings History

Number of Shares
306,802.00
Current Holdings Value*
$17.42 Mil
% of Portfolio
5.63%
Total Estimate Gain
$5.58 Mil
% of Total Estimate Gain
29.13%

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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