A detailed history of 180 Wealth Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 3,602 shares of PFG stock, worth $305,089. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,602
Previous 3,831 5.98%
Holding current value
$305,089
Previous $300,000 3.0%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$72.94 - $87.46 $16,703 - $20,028
-229 Reduced 5.98%
3,602 $309,000
Q2 2024

Jul 16, 2024

SELL
$76.66 - $86.01 $26,907 - $30,189
-351 Reduced 8.39%
3,831 $300,000
Q1 2024

Apr 15, 2024

SELL
$77.2 - $86.31 $28,332 - $31,675
-367 Reduced 8.07%
4,182 $360,000
Q4 2023

Jan 24, 2024

SELL
$66.88 - $79.58 $28,758 - $34,219
-430 Reduced 8.64%
4,549 $357,000
Q3 2023

Oct 31, 2023

BUY
$72.0 - $84.1 $2,448 - $2,859
34 Added 0.69%
4,979 $358,000
Q2 2023

Jul 11, 2023

SELL
$65.46 - $77.11 $80,384 - $94,691
-1,228 Reduced 19.89%
4,945 $375,000
Q1 2023

Apr 07, 2023

BUY
$69.69 - $93.39 $91,712 - $122,901
1,316 Added 27.09%
6,173 $458,000
Q4 2022

Feb 02, 2023

SELL
$75.39 - $95.0 $9,348 - $11,780
-124 Reduced 2.49%
4,857 $407,000
Q3 2022

Oct 12, 2022

BUY
$61.13 - $79.78 $20,967 - $27,364
343 Added 7.4%
4,981 $359,000
Q2 2022

Jul 11, 2022

BUY
$62.84 - $76.21 $291,451 - $353,461
4,638 New
4,638 $314,000

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.1B
  • Description
  • Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...
More about PFG
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