A detailed history of Prestige Wealth Management Group LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 34 shares of PFG stock, worth $2,664. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34
Previous 34 -0.0%
Holding current value
$2,664
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 26, 2024

SELL
$66.88 - $79.58 $535 - $636
-8 Reduced 19.05%
34 $2,000
Q4 2023

Feb 08, 2024

SELL
$66.88 - $79.58 $535 - $636
-8 Reduced 19.05%
34 $2,000
Q3 2023

Apr 26, 2024

BUY
$72.0 - $84.1 $576 - $672
8 Added 23.53%
42 $3,000
Q3 2023

Nov 13, 2023

BUY
$72.0 - $84.1 $576 - $672
8 Added 23.53%
42 $3,000
Q1 2023

May 16, 2023

BUY
$69.69 - $93.39 $1,881 - $2,521
27 Added 385.71%
34 $2,000
Q4 2020

Feb 17, 2021

BUY
$38.25 - $52.6 $267 - $368
7 New
7 $0
Q1 2019

Aug 16, 2019

SELL
$43.39 - $53.09 $4,512 - $5,521
-104 Closed
0 $0
Q4 2018

Apr 16, 2019

BUY
$41.08 - $60.65 $4,272 - $6,307
104 New
104 $5,000

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 $19.5B
  • 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
Track This Portfolio

Track Prestige Wealth Management Group LLC Portfolio

Follow Prestige Wealth Management Group 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 Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.