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 2,656 shares of PFG stock, worth $210,248. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,656
Previous 2,608 1.84%
Holding current value
$210,248
Previous $205,000 11.71%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $19.7B
  • 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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