Cassady Schiller Wealth Management, LLC Principal Financial Group Inc Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 125 shares of PFG stock, worth $9,725. This represents 0.0% of its overall portfolio holdings.
Number of Shares
125
Previous 225
44.44%
Holding current value
$9,725
Previous $17,000
41.18%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding PFG
# of Institutions
836Shares Held
159MCall Options Held
177KPut Options Held
119K-
Vanguard Group Inc Valley Forge, PA27.5MShares$2.14 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.54 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.41 Billion63.51% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$866 Million0.08% of portfolio
-
State Street Corp Boston, MA9.54MShares$742 Million0.03% of portfolio
About PRINCIPAL FINANCIAL GROUP INC
- Ticker PFG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 249,236,992
- Market Cap $19.4B
- 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...