Atria Wealth Solutions, Inc. Principal Financial Group Inc Transaction History

Atria Wealth Solutions, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 03, 2023	SELL	$65.46 - $77.11 $330,900 - $389,791	-5,055 Reduced 64.39%	2,796 $212,000
Q1 2023 Aug 22, 2023	SELL	$69.69 - $93.39 $1,184 - $1,587	-17 Reduced 0.61%	2,779 $206,000
Q1 2023 Jun 14, 2023	BUY	$69.69 - $93.39 $353,467 - $473,674	5,072 Added 182.51%	7,851 $583,000
Q1 2023 May 10, 2023	SELL	$69.69 - $93.39 $353,467 - $473,674	-5,072 Reduced 64.6%	2,779 $206,000
Q4 2022 Aug 30, 2023	BUY	$75.39 - $95.0 $381,096 - $480,225	5,055 Added 180.79%	7,851 $658,000
Q4 2022 Feb 13, 2023	BUY	$75.39 - $95.0 $2,337 - $2,945	31 Added 0.4%	7,851 $658,000
Q3 2022 Feb 13, 2023	SELL	$61.13 - $79.78 $244,092 - $318,561	-3,993 Reduced 33.8%	7,820 $564,000
Q3 2022 Nov 14, 2022	BUY	$61.13 - $79.78 $722,128 - $942,441	11,813 New	11,813 $835,000

836

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19.3B
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...

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.