A detailed history of Cva Family Office, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Cva Family Office, LLC holds 992 shares of PFG stock, worth $86,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares
992
Previous 931 6.55%
Holding current value
$86,581
Previous $73,000 16.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$72.94 - $87.46 $4,449 - $5,335
61 Added 6.55%
992 $85,000
Q2 2024

Jul 09, 2024

BUY
$76.66 - $86.01 $459 - $516
6 Added 0.65%
931 $73,000
Q4 2023

Jan 16, 2024

BUY
$66.88 - $79.58 $61,863 - $73,611
925 New
925 $72,000
Q2 2023

Jul 10, 2023

BUY
$65.46 - $77.11 $1,636 - $1,927
25 Added 3.45%
750 $56,000
Q1 2023

Apr 26, 2023

BUY
$69.69 - $93.39 $348 - $466
5 Added 0.69%
725 $53,000
Q4 2022

Feb 21, 2023

BUY
$75.39 - $95.0 $3,015 - $3,800
40 Added 5.88%
720 $60,000
Q3 2022

Nov 22, 2022

BUY
$61.13 - $79.78 $4,890 - $6,382
80 Added 13.33%
680 $49,000
Q2 2022

Jul 11, 2022

SELL
$62.84 - $76.21 $9,426 - $11,431
-150 Reduced 20.0%
600 $40,000
Q1 2022

Apr 22, 2022

BUY
$64.37 - $78.95 $10,942 - $13,421
170 Added 29.31%
750 $55,000
Q4 2021

Jan 25, 2022

BUY
$65.12 - $73.93 $37,769 - $42,879
580 New
580 $42,000
Q3 2021

Oct 12, 2021

SELL
$59.2 - $68.12 $40,552 - $46,662
-685 Closed
0 $0
Q2 2021

Jul 13, 2021

BUY
$59.74 - $66.87 $15,831 - $17,720
265 Added 63.1%
685 $43,000
Q1 2021

Apr 14, 2021

BUY
$48.31 - $61.55 $20,290 - $25,851
420 New
420 $25,000

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 $21.8B
  • 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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