A detailed history of Ae Wealth Management LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 114,033 shares of PFG stock, worth $9.69 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
114,033
Previous 117,791 3.19%
Holding current value
$9.69 Million
Previous $9.24 Million 6.02%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 14, 2024

SELL
$72.94 - $87.46 $274,108 - $328,674
-3,758 Reduced 3.19%
114,033 $9.8 Million
Q2 2024

Aug 12, 2024

SELL
$76.66 - $86.01 $2.55 Million - $2.86 Million
-33,271 Reduced 22.02%
117,791 $9.24 Million
Q1 2024

May 15, 2024

SELL
$77.2 - $86.31 $2.72 Million - $3.04 Million
-35,271 Reduced 18.93%
151,062 $13 Million
Q4 2023

Feb 14, 2024

SELL
$66.88 - $79.58 $1.59 Million - $1.89 Million
-23,746 Reduced 11.3%
186,333 $14.7 Million
Q3 2023

Oct 11, 2023

SELL
$72.0 - $84.1 $1.39 Million - $1.62 Million
-19,245 Reduced 8.39%
210,079 $15.1 Million
Q2 2023

Jul 10, 2023

SELL
$65.46 - $77.11 $642,424 - $756,757
-9,814 Reduced 4.1%
229,324 $17.4 Million
Q1 2023

Apr 14, 2023

BUY
$69.69 - $93.39 $1.1 Million - $1.48 Million
15,830 Added 7.09%
239,138 $17.8 Million
Q4 2022

Jan 31, 2023

BUY
$75.39 - $95.0 $5.33 Million - $6.71 Million
70,659 Added 46.29%
223,308 $18.7 Million
Q3 2022

Oct 25, 2022

SELL
$61.13 - $79.78 $1.91 Million - $2.49 Million
-31,192 Reduced 16.97%
152,649 $11 Million
Q2 2022

Aug 03, 2022

BUY
$62.84 - $76.21 $4.13 Million - $5 Million
65,655 Added 55.55%
183,841 $12.3 Million
Q1 2022

Apr 18, 2022

BUY
$64.37 - $78.95 $1.16 Million - $1.42 Million
18,033 Added 18.01%
118,186 $8.68 Million
Q4 2021

Jan 20, 2022

BUY
$65.12 - $73.93 $450,174 - $511,078
6,913 Added 7.41%
100,153 $7.24 Million
Q3 2021

Nov 01, 2021

BUY
$59.2 - $68.12 $918,784 - $1.06 Million
15,520 Added 19.97%
93,240 $6.01 Million
Q2 2021

Jul 21, 2021

BUY
$59.74 - $66.87 $1.99 Million - $2.23 Million
33,318 Added 75.04%
77,720 $4.91 Million
Q1 2021

Apr 27, 2021

BUY
$48.31 - $61.55 $269,279 - $343,079
5,574 Added 14.36%
44,402 $2.66 Million
Q4 2020

Feb 01, 2021

BUY
$38.25 - $52.6 $201,692 - $277,359
5,273 Added 15.71%
38,828 $1.93 Million
Q3 2020

Nov 06, 2020

BUY
$37.79 - $46.18 $377 - $461
10 Added 0.03%
33,555 $1.35 Million
Q2 2020

Aug 05, 2020

BUY
$26.41 - $48.72 $371,218 - $684,808
14,056 Added 72.12%
33,545 $1.39 Million
Q1 2020

May 07, 2020

BUY
$24.16 - $57.08 $180,596 - $426,673
7,475 Added 62.22%
19,489 $611,000
Q4 2019

Jan 15, 2020

BUY
$52.35 - $57.4 $257,666 - $282,522
4,922 Added 69.4%
12,014 $661,000
Q3 2019

Nov 05, 2019

BUY
$52.18 - $60.68 $2,765 - $3,216
53 Added 0.75%
7,092 $405,000
Q2 2019

Jul 22, 2019

BUY
$51.57 - $57.92 $363,001 - $407,698
7,039 New
7,039 $408,000
Q1 2019

May 14, 2019

SELL
$43.39 - $53.09 $256,868 - $314,292
-5,920 Closed
0 $0
Q4 2018

Feb 15, 2019

SELL
$41.08 - $60.65 $61,455 - $90,732
-1,496 Reduced 20.17%
5,920 $261,000
Q3 2018

Nov 14, 2018

BUY
$52.86 - $59.54 $392,009 - $441,548
7,416 New
7,416 $434,000

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 $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...
More about PFG
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.