A detailed history of Baystate Wealth Management LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1 shares of PFG stock, worth $84. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1
Previous 30 96.67%
Holding current value
$84
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$66.88 - $79.58 $1,939 - $2,307
-29 Reduced 96.67%
1 $0
Q3 2023

Oct 25, 2023

BUY
$72.0 - $84.1 $2,160 - $2,523
30 New
30 $2,000
Q4 2021

Jan 21, 2022

SELL
$65.12 - $73.93 $716 - $813
-11 Closed
0 $0
Q3 2019

Oct 30, 2019

BUY
$52.18 - $60.68 $52 - $60
1 Added 10.0%
11 $1,000
Q3 2017

Oct 10, 2017

BUY
$59.92 - $67.04 $599 - $670
10
10 $1,000

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 $21.1B
  • 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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