A detailed history of Wealthspire Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,742 shares of PFG stock, worth $224,487. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,742
Holding current value
$224,487
% of portfolio
0.0%

Shares

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

Nov 13, 2024

BUY
$72.94 - $87.46 $200,001 - $239,815
2,742 New
2,742 $235,000
Q4 2021

Feb 14, 2022

SELL
$65.12 - $73.93 $220,887 - $250,770
-3,392 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$59.2 - $68.12 $200,806 - $231,063
3,392 New
3,392 $218,000
Q2 2021

Aug 13, 2021

SELL
$59.74 - $66.87 $350,614 - $392,460
-5,869 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$48.31 - $61.55 $36,135 - $46,039
748 Added 14.61%
5,869 $352,000
Q4 2020

Feb 16, 2021

BUY
$38.25 - $52.6 $195,878 - $269,364
5,121 New
5,121 $254,000
Q2 2020

Aug 14, 2020

SELL
$26.41 - $48.72 $180,670 - $333,293
-6,841 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$24.16 - $57.08 $165,278 - $390,484
6,841 New
6,841 $214,000
Q1 2019

May 08, 2019

SELL
$43.39 - $53.09 $9,502 - $11,626
-219 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$41.08 - $60.65 $8,996 - $13,282
219 New
219 $10,000

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 $20.4B
  • 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...
More about PFG
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