Centennial Wealth Advisory LLC Principal Financial Group Inc Transaction History

Centennial Wealth Advisory LLC

  • $322 Million
  • Q3 2025

A detailed history of Centennial Wealth Advisory LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 5,759 shares of PFG stock, worth $486,462. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,759
Previous 5,183 11.11%
Holding current value
$486,462
Previous $411,000 16.06%
% of portfolio
0.15%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$75.53 - $82.95 $43,505 - $47,779
576 Added 11.11%
5,759 $477,000
Q2 2025

Jul 17, 2025
BUY
$69.56 - $86.19 $47,718 - $59,126
686 Added 15.25%
5,183 $411,000
Q1 2025

Apr 21, 2025
BUY
$76.34 - $89.04 $43,208 - $50,396
566 Added 14.4%
4,497 $379,000
Q4 2024

Jan 27, 2025
BUY
$74.91 - $91.26 $36,705 - $44,717
490 Added 14.24%
3,931 $304,000
Q3 2024

Oct 30, 2024
BUY
$72.94 - $87.46 $15,536 - $18,628
213 Added 6.6%
3,441 $295,000
Q2 2024

Jul 22, 2024
SELL
$76.66 - $86.01 $64,394 - $72,248
-840 Reduced 20.65%
3,228 $253,000
Q1 2024

Apr 22, 2024
SELL
$77.2 - $86.31 $33,736 - $37,717
-437 Reduced 9.7%
4,068 $351,000
Q4 2023

Jan 17, 2024
SELL
$66.88 - $79.58 $16,251 - $19,337
-243 Reduced 5.12%
4,505 $354,000
Q3 2023

Oct 10, 2023
BUY
$72.0 - $84.1 $11,016 - $12,867
153 Added 3.33%
4,748 $342,000
Q2 2023

Jul 17, 2023
SELL
$65.46 - $77.11 $3,338 - $3,932
-51 Reduced 1.1%
4,595 $348,000
Q1 2023

Apr 13, 2023
BUY
$69.69 - $93.39 $40,141 - $53,792
576 Added 14.15%
4,646 $345,000
Q4 2022

Jan 17, 2023
BUY
$75.39 - $95.0 $18,545 - $23,370
246 Added 6.43%
4,070 $0
Q3 2022

Oct 12, 2022
SELL
$61.13 - $79.78 $127,761 - $166,740
-2,090 Reduced 35.34%
3,824 $276,000
Q2 2022

Jul 12, 2022
BUY
$62.84 - $76.21 $102,869 - $124,755
1,637 Added 38.27%
5,914 $395,000
Q1 2022

Apr 18, 2022
BUY
$64.37 - $78.95 $39,201 - $48,080
609 Added 16.6%
4,277 $314,000
Q4 2021

Jan 13, 2022
BUY
$65.12 - $73.93 $13,349 - $15,155
205 Added 5.92%
3,668 $265,000
Q3 2021

Oct 08, 2021
BUY
$59.2 - $68.12 $10,064 - $11,580
170 Added 5.16%
3,463 $223,000
Q2 2021

Jul 13, 2021
BUY
$59.74 - $66.87 $196,723 - $220,202
3,293 New
3,293 $208,000

Others Institutions Holding PFG

# of Institutions
925
Shares Held
159M
Call Options Held
139K
Put Options Held
33.3K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.1B
  • 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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