A detailed history of Robinson Smith Wealth Advisors LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 3,824 shares of PFG stock, worth $328,864. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,824
Previous 3,821 0.08%
Holding current value
$328,864
Previous $330 Million 9.04%
% of portfolio
0.26%
Previous 0.32%

Shares

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

Jul 30, 2024

BUY
$76.66 - $86.01 $229 - $258
3 Added 0.08%
3,824 $300 Million
Q1 2024

Apr 25, 2024

SELL
$77.2 - $86.31 $231 - $258
-3 Reduced 0.08%
3,821 $330 Million
Q4 2023

Feb 12, 2024

BUY
$66.88 - $79.58 $255,749 - $304,313
3,824 New
3,824 $301 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 $21.4B
  • 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 Robinson Smith Wealth Advisors LLC Portfolio

Follow Robinson Smith Wealth Advisors 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 Robinson Smith Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robinson Smith Wealth Advisors LLC with notifications on news.