A detailed history of Iht Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,511 shares of PFG stock, worth $619,281. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,511
Holding current value
$619,281
% of portfolio
0.02%

Shares

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

Nov 14, 2024

BUY
$72.94 - $87.46 $547,852 - $656,912
7,511 New
7,511 $645,000
Q2 2023

Aug 14, 2023

BUY
$65.46 - $77.11 $10,931 - $12,877
167 Added 6.14%
2,886 $218,000
Q1 2023

May 15, 2023

SELL
$69.69 - $93.39 $25,506 - $34,180
-366 Reduced 11.86%
2,719 $202,000
Q4 2022

Feb 14, 2023

BUY
$75.39 - $95.0 $232,578 - $293,075
3,085 New
3,085 $258,000
Q2 2018

Aug 13, 2018

SELL
$52.58 - $61.46 $3,890 - $4,548
-74 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$57.76 - $75.04 $57 - $75
1 Added 1.37%
74 $4,000
Q3 2017

Nov 14, 2017

BUY
$59.92 - $67.04 $4,374 - $4,893
73
73 $5,000

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 $20.5B
  • 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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