A detailed history of Modern Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,006 shares of PFG stock, worth $897,649. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,006
Previous 10,973 0.3%
Holding current value
$897,649
Previous $921 Million 6.28%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$76.66 - $86.01 $2,529 - $2,838
33 Added 0.3%
11,006 $863 Million
Q1 2024

May 13, 2024

BUY
$77.2 - $86.31 $93,103 - $104,089
1,206 Added 12.35%
10,973 $921 Million
Q4 2023

Feb 14, 2024

BUY
$66.88 - $79.58 $653,216 - $777,257
9,767 New
9,767 $768 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 $20.3B
  • 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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