Cva Family Office, LLC Principal Financial Group Inc Transaction History

Cva Family Office, LLC

  • $619 Million
  • Q4 2024

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 1,014 shares of PFG stock, worth $83,604. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,014
Previous 992 2.22%
Holding current value
$83,604
Previous $85,000 8.24%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$74.91 - $91.26 $1,648 - $2,007
22 Added 2.22%
1,014 $78,000
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

# of Institutions
834
Shares Held
159M
Call Options Held
177K
Put Options Held
119K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $20.5B
  • 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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