A detailed history of Ci Private Wealth, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Ci Private Wealth, LLC holds 36,276 shares of PFG stock, worth $3.12 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,276
Previous 31,669 14.55%
Holding current value
$3.12 Million
Previous $2.73 Million 4.1%
% of portfolio
0.01%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$76.66 - $86.01 $353,172 - $396,248
4,607 Added 14.55%
36,276 $2.85 Million
Q1 2024

May 09, 2024

BUY
$77.2 - $86.31 $4,400 - $4,919
57 Added 0.18%
31,669 $2.73 Million
Q4 2023

Feb 09, 2024

BUY
$66.88 - $79.58 $102,727 - $122,234
1,536 Added 5.11%
31,612 $2.49 Million
Q3 2023

Nov 03, 2023

BUY
$72.0 - $84.1 $825,768 - $964,542
11,469 Added 61.64%
30,076 $2.17 Million
Q2 2023

Aug 10, 2023

SELL
$65.46 - $77.11 $748,927 - $882,215
-11,441 Reduced 38.08%
18,607 $1.41 Million
Q1 2023

May 15, 2023

SELL
$69.69 - $93.39 $111,852 - $149,890
-1,605 Reduced 5.07%
30,048 $2.23 Million
Q4 2022

Feb 15, 2023

BUY
$75.39 - $95.0 $2.39 Million - $3.01 Million
31,653 New
31,653 $2.66 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 $21.5B
  • 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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