Summit X, LLC Principal Financial Group Inc Transaction History

Summit X, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$65.46 - $77.11 $9,884 - $11,643	-151 Reduced 3.07%	4,769 $361,000
Q1 2023 May 10, 2023	SELL	$69.69 - $93.39 $18,816 - $25,215	-270 Reduced 5.2%	4,920 $365,000
Q4 2022 Feb 02, 2023	SELL	$75.39 - $95.0 $7,765 - $9,785	-103 Reduced 1.95%	5,190 $435,000
Q3 2022 Nov 01, 2022	BUY	$61.13 - $79.78 $6,296 - $8,217	103 Added 1.98%	5,293 $378,000
Q2 2022 Aug 12, 2022	BUY	$62.84 - $76.21 $132,089 - $160,193	2,102 Added 68.07%	5,190 $344,000
Q1 2022 May 05, 2022	BUY	$64.37 - $78.95 $198,774 - $243,797	3,088 New	3,088 $228,000

835

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.4B
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...

Get notified when there are updates to the investment portfolio of Summit X, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit X, LLC with notifications on news.