A detailed history of Avantax Advisory Services, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,232 shares of PFG stock, worth $559,033. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,232
Previous 6,889 4.98%
Holding current value
$559,033
Previous $540,000 15.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$72.94 - $87.46 $25,018 - $29,998
343 Added 4.98%
7,232 $621,000
Q2 2024

Aug 09, 2024

BUY
$76.66 - $86.01 $528,110 - $592,522
6,889 New
6,889 $540,000
Q1 2023

Apr 28, 2023

BUY
$69.69 - $93.39 $31,778 - $42,585
456 Added 18.69%
2,896 $215,000
Q4 2022

Feb 13, 2023

SELL
$75.39 - $95.0 $52,471 - $66,120
-696 Reduced 22.19%
2,440 $204,000
Q3 2022

Nov 01, 2022

BUY
$61.13 - $79.78 $191,703 - $250,190
3,136 New
3,136 $226,000
Q2 2022

Aug 02, 2022

SELL
$62.84 - $76.21 $188,394 - $228,477
-2,998 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$64.37 - $78.95 $192,981 - $236,692
2,998 New
2,998 $220,000
Q4 2020

Jan 22, 2021

SELL
$38.25 - $52.6 $212,402 - $292,087
-5,553 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$37.79 - $46.18 $209,847 - $256,437
5,553 New
5,553 $221,000

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 $19.3B
  • 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...
More about PFG
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