A detailed history of Valued Wealth Advisors LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 8 shares of PFG stock, worth $618. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 23 65.22%
Holding current value
$618
Previous $1.81 Million 61.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

SELL
$72.94 - $87.46 $1,094 - $1,311
-15 Reduced 65.22%
8 $688,000
Q1 2024

Apr 30, 2024

BUY
$77.2 - $86.31 $386 - $431
5 Added 27.78%
23 $1.99 Million
Q4 2023

Jan 05, 2024

BUY
$66.88 - $79.58 $1,203 - $1,432
18 New
18 $1.3 Million

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 $19.3B
  • 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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