A detailed history of Shepherd Financial Partners LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 3,003 shares of PFG stock, worth $233,633. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,003
Previous 3,000 0.1%
Holding current value
$233,633
Previous $235,000 9.36%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 28, 2024

BUY
$72.94 - $87.46 $218 - $262
3 Added 0.1%
3,003 $257,000
Q2 2024

Aug 07, 2024

BUY
$76.66 - $86.01 $26,371 - $29,587
344 Added 12.95%
3,000 $235,000
Q1 2024

Apr 22, 2024

BUY
$77.2 - $86.31 $3,705 - $4,142
48 Added 1.84%
2,656 $229,000
Q4 2023

Feb 12, 2024

BUY
$66.88 - $79.58 $174,423 - $207,544
2,608 New
2,608 $205,000

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 $19.4B
  • 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...
More about PFG
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