Symphony Financial Services, Inc. USMC Holdings History
Symphony Financial Services, Inc.'s Principal U.S. Mega-Cap ETF Holding Summary
As of 2025-03-31, Symphony Financial Services, Inc. held 196,930.00 shares of Principal U.S. Mega-Cap ETF(USMC), totaling $11.18 Mil. This investment constitutes 7.3% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.43% of the outstanding Principal U.S. Mega-Cap ETF(USMC) stock.
The initial trade took place in 2024Q2. And since then Symphony Financial Services, Inc. has made 3 purchases of USMC, at an average price of $53.70, for a total of 196,930.00 shares. Based on historical transaction data and USMC's current price of $62.70, Symphony Financial Services, Inc.'s estimated gain on his USMC holdings is $1.77 Mil, reflecting a 16.75% gain to date.
Symphony Financial Services, Inc. USMC ($62.70) Holding Chart
Symphony Financial Services, Inc. USMC ($62.70) 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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