A detailed history of Bdo Wealth Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 170 shares of PFG stock, worth $13,159. This represents 0.0% of its overall portfolio holdings.

Number of Shares
170
Previous 100 70.0%
Holding current value
$13,159
Previous $7,000 71.43%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

BUY
$65.46 - $77.11 $4,582 - $5,397
70 Added 70.0%
170 $12,000
Q4 2018

Feb 14, 2019

SELL
$41.08 - $60.65 $4,847 - $7,156
-118 Reduced 54.13%
100 $4,000
Q3 2017

Nov 08, 2017

BUY
$59.92 - $67.04 $13,062 - $14,614
218
218 $14,000

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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