A detailed history of 9258 Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,765 shares of PFG stock, worth $292,917. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,765
Previous 3,765 -0.0%
Holding current value
$292,917
Previous $295,000 9.49%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 02, 2024

SELL
$76.66 - $86.01 $1,379 - $1,548
-18 Reduced 0.48%
3,765 $295,000
Q3 2023

Nov 08, 2023

SELL
$72.0 - $84.1 $7,200 - $8,410
-100 Reduced 2.58%
3,783 $272,000
Q2 2023

Aug 08, 2023

BUY
$65.46 - $77.11 $1,178 - $1,387
18 Added 0.47%
3,883 $294,000
Q1 2021

May 11, 2021

BUY
$48.31 - $61.55 $186,718 - $237,890
3,865 New
3,865 $232,000
Q1 2020

May 05, 2020

SELL
$24.16 - $57.08 $95,794 - $226,322
-3,965 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$52.35 - $57.4 $207,567 - $227,591
3,965 New
3,965 $218,000

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 $19.4B
  • 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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