Venturi Wealth Management, LLC Principal Financial Group Inc Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,226 shares of PFG stock, worth $94,769. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,226
Previous 989
23.96%
Holding current value
$94,769
Previous $77,000
36.36%
% of portfolio
0.01%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding PFG
# of Institutions
836Shares Held
159MCall Options Held
177KPut Options Held
119K-
Vanguard Group Inc Valley Forge, PA27.5MShares$2.13 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.53 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.4 Billion63.51% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$860 Million0.08% of portfolio
-
State Street Corp Boston, MA9.54MShares$738 Million0.03% of portfolio
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...