A detailed history of Prossimo Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Prossimo Advisors, LLC holds 2,824 shares of PFG stock, worth $239,192. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,824
Previous 2,803 0.75%
Holding current value
$239,192
Previous $220,000 10.45%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Oct 29, 2024

BUY
$72.94 - $87.46 $1,531 - $1,836
21 Added 0.75%
2,824 $243,000
Q2 2024

Jul 22, 2024

BUY
$76.66 - $86.01 $1,533 - $1,720
20 Added 0.72%
2,803 $220,000
Q1 2024

May 03, 2024

BUY
$77.2 - $86.31 $15,054 - $16,830
195 Added 7.53%
2,783 $240,000
Q4 2023

Feb 07, 2024

SELL
$66.88 - $79.58 $43,538 - $51,806
-651 Reduced 20.1%
2,588 $204,000
Q3 2023

Nov 08, 2023

SELL
$72.0 - $84.1 $1,440 - $1,682
-20 Reduced 0.61%
3,239 $233,000
Q2 2023

Jul 24, 2023

SELL
$65.46 - $77.11 $18,328 - $21,590
-280 Reduced 7.91%
3,259 $247,000
Q1 2023

May 03, 2023

SELL
$69.69 - $93.39 $25,158 - $33,713
-361 Reduced 9.26%
3,539 $263,000
Q4 2022

Feb 09, 2023

BUY
$75.39 - $95.0 $294,021 - $370,500
3,900 New
3,900 $327,000

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 $21.1B
  • 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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