A detailed history of Integrated Wealth Concepts LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,465 shares of PFG stock, worth $201,809. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,465
Holding current value
$201,809
% of portfolio
0.0%

Shares

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

Nov 14, 2024

BUY
$72.94 - $87.46 $179,797 - $215,588
2,465 New
2,465 $211,000
Q1 2024

May 15, 2024

BUY
$77.2 - $86.31 $187,132 - $209,215
2,424 New
2,424 $209,000
Q3 2023

Nov 15, 2023

SELL
$72.0 - $84.1 $59,112 - $69,046
-821 Reduced 14.78%
4,733 $341,000
Q2 2023

Aug 15, 2023

SELL
$65.46 - $77.11 $161,555 - $190,307
-2,468 Reduced 30.77%
5,554 $421,000
Q1 2023

May 03, 2023

BUY
$69.69 - $93.39 $78,261 - $104,876
1,123 Added 16.28%
8,022 $596,000
Q4 2022

Feb 13, 2023

BUY
$75.39 - $95.0 $520,115 - $655,405
6,899 New
6,899 $579,000

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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