A detailed history of Coppell Advisory Solutions LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 146 shares of PFG stock, worth $11,453. This represents 0.0% of its overall portfolio holdings.

Number of Shares
146
Previous 122 19.67%
Holding current value
$11,453
Previous $10.2 Million 12.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2024

BUY
$66.88 - $79.58 $1,605 - $1,909
24 Added 19.67%
146 $11.5 Million
Q2 2023

Aug 17, 2023

BUY
$65.46 - $77.11 $7,986 - $9,407
122 New
122 $9.22 Million
Q1 2023

May 19, 2023

SELL
$69.69 - $93.39 $8,502 - $11,393
-122 Closed
0 $0
Q4 2022

May 19, 2023

BUY
$75.39 - $95.0 $9,197 - $11,590
122 New
122 $10.2 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 $19.6B
  • 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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