A detailed history of Wr Wealth Planners, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 432 shares of PFG stock, worth $37,152. This represents 0.01% of its overall portfolio holdings.

Number of Shares
432
Previous 643 32.81%
Holding current value
$37,152
Previous $50,000 26.0%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 17, 2024

SELL
$72.94 - $87.46 $15,390 - $18,454
-211 Reduced 32.81%
432 $37,000
Q2 2024

Jul 31, 2024

BUY
$76.66 - $86.01 $1,303 - $1,462
17 Added 2.72%
643 $50,000
Q1 2024

Jul 31, 2024

BUY
$77.2 - $86.31 $48,327 - $54,030
626 New
626 $54,000
Q2 2023

Aug 01, 2024

SELL
$65.46 - $77.11 $14,990 - $17,658
-229 Reduced 35.61%
414 $31.4 Million
Q1 2023

Aug 01, 2024

SELL
$69.69 - $93.39 $16,168 - $21,666
-232 Reduced 36.08%
411 $30.5 Million
Q4 2022

Oct 10, 2024

BUY
$75.39 - $95.0 $226 - $285
3 Added 0.74%
407 $34.2 Million
Q3 2022

Oct 10, 2024

SELL
$61.13 - $79.78 $14,610 - $19,067
-239 Reduced 37.17%
404 $29.2 Million
Q2 2022

Oct 17, 2024

BUY
$62.84 - $76.21 $251 - $304
4 Added 1.01%
401 $26.8 Million
Q1 2022

Oct 17, 2024

SELL
$64.37 - $78.95 $2,252 - $2,763
-35 Reduced 8.1%
397 $29.1 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
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