Mbm Wealth Consultants, LLC Principal Financial Group Inc Transaction History

Mbm Wealth Consultants, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	BUY	$72.0 - $84.1 $14,112 - $16,483	196 Added 6.57%	3,178 $229,000
Q2 2023 Jul 24, 2023	BUY	$65.46 - $77.11 $84,705 - $99,780	1,294 Added 76.66%	2,982 $226,000
Q4 2022 Feb 15, 2023	BUY	$75.39 - $95.0 $21,109 - $26,600	280 Added 19.89%	1,688 $141,000
Q3 2022 Oct 24, 2022	BUY	$61.13 - $79.78 $23,351 - $30,475	382 Added 37.23%	1,408 $106,000
Q2 2022 Aug 15, 2022	BUY	$62.84 - $76.21 $2,262 - $2,743	36 Added 3.64%	1,026 $69,000
Q1 2022 May 16, 2022	BUY	$64.37 - $78.95 $18,023 - $22,106	280 Added 39.44%	990 $73,000
Q4 2021 Feb 15, 2022	BUY	$65.12 - $73.93 $12,372 - $14,046	190 Added 36.54%	710 $51,000
Q3 2021 Nov 16, 2021	BUY	$59.2 - $68.12 $6,808 - $7,833	115 Added 28.4%	520 $33,000
Q1 2021 May 10, 2021	BUY	$48.31 - $61.55 $19,565 - $24,927	405 New	405 $24,000

835

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.4B
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...

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

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.