A detailed history of Gentry Private Wealth, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 5,743 shares of PFG stock, worth $446,805. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,743
Previous 5,814 1.22%
Holding current value
$446,805
Previous $456 Million 8.16%
% of portfolio
0.4%
Previous 0.4%

Shares

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

Nov 12, 2024

SELL
$72.94 - $87.46 $5,178 - $6,209
-71 Reduced 1.22%
5,743 $493 Million
Q2 2024

Aug 05, 2024

BUY
$76.66 - $86.01 $445,701 - $500,062
5,814 New
5,814 $456 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 $19.4B
  • 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...
More about PFG
Track This Portfolio

Track Gentry Private Wealth, LLC Portfolio

Follow Gentry Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gentry Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gentry Private Wealth, LLC with notifications on news.