Pfg Investments, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Number of Shares
685,571
Previous 628,265 9.12%
Holding current value
$6.95 Billion
Previous $6.36 Billion 9.34%
% of portfolio
0.45%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
57,306 Added 9.12%
685,571 $6.95 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
37,529 Added 6.35%
628,265 $6.36 Billion
Q3 2024

Oct 23, 2024
BUY
N/A
24,000 Added 4.23%
590,736 $6.56 Billion
Q2 2024

Aug 06, 2024
BUY
N/A
33,683 Added 6.32%
566,736 $5.48 Billion
Q1 2024

Apr 22, 2024
BUY
N/A
533,053 New
533,053 $5.23 Billion
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