A detailed history of Centric Wealth Management transactions in Principal Financial Group Inc stock. As of the latest transaction made, Centric Wealth Management holds 24,774 shares of PFG stock, worth $1.92 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
24,774
Previous 23,165 6.95%
Holding current value
$1.92 Million
Previous $2 Million 2.8%
% of portfolio
0.59%
Previous 0.65%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$76.66 - $86.01 $123,345 - $138,390
1,609 Added 6.95%
24,774 $1.94 Million
Q1 2024

May 01, 2024

BUY
$77.2 - $86.31 $209,675 - $234,417
2,716 Added 13.28%
23,165 $2 Million
Q4 2023

Feb 06, 2024

BUY
$66.88 - $79.58 $139,110 - $165,526
2,080 Added 11.32%
20,449 $1.61 Million
Q3 2023

Nov 03, 2023

BUY
$72.0 - $84.1 $82,296 - $96,126
1,143 Added 6.64%
18,369 $1.32 Million
Q2 2023

Aug 14, 2023

BUY
$65.46 - $77.11 $82,217 - $96,850
1,256 Added 7.86%
17,226 $1.31 Million
Q1 2023

May 01, 2023

BUY
$69.69 - $93.39 $1.11 Million - $1.49 Million
15,970 New
15,970 $1.19 Million

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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