A detailed history of Dynamic Wealth Strategies, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 528 shares of PFG stock, worth $45,957. This represents 0.04% of its overall portfolio holdings.

Number of Shares
528
Previous 528 -0.0%
Holding current value
$45,957
Previous $41,000 9.76%
% of portfolio
0.04%
Previous 0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$66.88 - $79.58 $35,312 - $42,018
528 New
528 $41.5 Million

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 $21.7B
  • 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
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.