A detailed history of Ep Wealth Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,491 shares of PFG stock, worth $860,576. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,491
Previous 9,982 5.1%
Holding current value
$860,576
Previous $857,000 5.25%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$74.91 - $91.26 $38,129 - $46,451
509 Added 5.1%
10,491 $812,000
Q3 2024

Nov 14, 2024

BUY
$72.94 - $87.46 $728,087 - $873,025
9,982 New
9,982 $857,000

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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