Arete Wealth Advisors, LLC Principal Financial Group Inc Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 4,294 shares of PFG stock, worth $382,337. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,294

Previous 4,431 3.09%

Holding current value

$382,337

Previous $380,000 12.63%

% of portfolio

0.02%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$74.91 - $91.26 $10,262 - $12,502	-137 Reduced 3.09%	4,294 $332,000
Q2 2024 Aug 13, 2024	BUY	$76.66 - $86.01 $339,680 - $381,110	4,431 New	4,431 $348,000
Q4 2023 Feb 14, 2024	BUY	$66.88 - $79.58 $9,965 - $11,857	149 Added 3.32%	4,638 $364,000
Q3 2023 Oct 30, 2023	SELL	$72.0 - $84.1 $15,408 - $17,997	-214 Reduced 4.55%	4,489 $323,000
Q2 2023 Aug 09, 2023	BUY	$65.46 - $77.11 $307,858 - $362,648	4,703 New	4,703 $357,000
Q3 2022 Nov 07, 2022	BUY	$61.13 - $79.78 $244 - $319	4 Added 0.07%	5,963 $430,000
Q2 2022 Aug 15, 2022	BUY	$62.84 - $76.21 $314 - $381	5 Added 0.08%	5,959 $398,000
Q1 2022 May 06, 2022	BUY	$64.37 - $78.95 $46,732 - $57,317	726 Added 13.89%	5,954 $437,000
Q4 2021 Feb 07, 2022	SELL	$65.12 - $73.93 $17,517 - $19,887	-269 Reduced 4.89%	5,228 $383,000
Q3 2021 Nov 15, 2021	BUY	$59.2 - $68.12 $10,478 - $12,057	177 Added 3.33%	5,497 $354,000
Q2 2021 Aug 09, 2021	BUY	$59.74 - $66.87 $29,153 - $32,632	488 Added 10.1%	5,320 $336,000
Q1 2021 May 10, 2021	BUY	$48.31 - $61.55 $233,433 - $297,409	4,832 New	4,832 $290,000
Q4 2020 Feb 08, 2021	SELL	$38.25 - $52.6 $195,113 - $268,312	-5,101 Closed	0 $0
Q3 2020 Nov 09, 2020	BUY	$37.79 - $46.18 $192,766 - $235,564	5,101 New	5,101 $209,000
Q1 2020 May 14, 2020	SELL	$24.16 - $57.08 $132,541 - $313,140	-5,486 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$52.35 - $57.4 $680 - $746	13 Added 0.24%	5,486 $302,000
Q3 2019 Nov 13, 2019	BUY	$52.18 - $60.68 $1,252 - $1,456	24 Added 0.44%	5,473 $313,000
Q2 2019 Aug 14, 2019	BUY	$51.57 - $57.92 $66,061 - $74,195	1,281 Added 30.73%	5,449 $316,000
Q1 2019 May 15, 2019	BUY	$43.39 - $53.09 $180,849 - $221,279	4,168 New	4,168 $209,000
Q4 2018 Feb 14, 2019	SELL	$41.08 - $60.65 $174,507 - $257,641	-4,248 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$52.86 - $59.54 $20,879 - $23,518	-395 Reduced 8.51%	4,248 $249,000
Q2 2018 Aug 14, 2018	BUY	$52.58 - $61.46 $9,622 - $11,247	183 Added 4.1%	4,643 $246,000
Q1 2018 May 15, 2018	SELL	$57.76 - $75.04 $32,923 - $42,772	-570 Reduced 11.33%	4,460 $272,000
Q4 2017 Feb 14, 2018	BUY	$64.92 - $71.76 $6,297 - $6,960	97 Added 1.97%	5,030 $355,000
Q3 2017 Nov 15, 2017	BUY	$59.92 - $67.04 $295,585 - $330,708	4,933	4,933 $317,000

Others Institutions Holding PFG

# of Institutions

860

Shares Held

161M

Call Options Held

219K

Put Options Held

87.5K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $22.2B
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

Portfolio Update

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

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Account

Arete Wealth Advisors, LLC Principal Financial Group Inc Transaction History