Venturi Wealth Management, LLC Principal Financial Group Inc Transaction History
Venturi Wealth Management, LLC
- $1.57 Billion
- Q2 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 989 shares of PFG stock, worth $84,163. This represents 0.0% of its overall portfolio holdings.
Number of Shares
989
Previous 670
47.61%
Holding current value
$84,163
Previous $57,000
35.09%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding PFG
# of Institutions
847Shares Held
164MCall Options Held
172KPut Options Held
166K-
Vanguard Group Inc Valley Forge, PA27.7MShares$2.36 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.68 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.54 Billion62.53% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$912 Million0.08% of portfolio
-
State Street Corp Boston, MA9.56MShares$813 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 $21.2B
- 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...