A detailed history of Carolinas Wealth Consulting LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 29 shares of PFG stock, worth $2,510. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29
Previous 34 14.71%
Holding current value
$2,510
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$72.94 - $87.46 $364 - $437
-5 Reduced 14.71%
29 $2,000
Q2 2024

Aug 12, 2024

BUY
$76.66 - $86.01 $383 - $430
5 Added 17.24%
34 $2,000
Q1 2022

May 17, 2022

BUY
$64.37 - $78.95 $836 - $1,026
13 Added 81.25%
29 $2,000
Q2 2020

Aug 13, 2020

BUY
$26.41 - $48.72 $422 - $779
16 New
16 $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 $21.6B
  • 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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