A detailed history of Heritage Wealth Advisors transactions in Principal Financial Group Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 59 shares of PFG stock, worth $4,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares
59
Holding current value
$4,827
% of portfolio
0.0%

Shares

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

Nov 12, 2024

BUY
$72.94 - $87.46 $4,303 - $5,160
59 New
59 $5,000
Q4 2023

Dec 12, 2024

BUY
$66.88 - $79.58 $6,086 - $7,241
91 Added 154.24%
150 $11,000
Q1 2020

May 05, 2020

SELL
$24.16 - $57.08 $207,534 - $490,317
-8,590 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$52.35 - $57.4 $143,281 - $157,103
2,737 Added 46.76%
8,590 $472,000
Q3 2019

Oct 30, 2019

BUY
$52.18 - $60.68 $305,409 - $355,160
5,853 New
5,853 $334,000

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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