A detailed history of Pfg Private Wealth Management, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 57 shares of SLF stock, worth $3,393. This represents 0.0% of its overall portfolio holdings.

Number of Shares
57
Previous 57 -0.0%
Holding current value
$3,393
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024

SELL
$44.74 - $52.25 $2,908 - $3,396
-65 Reduced 53.28%
57 $2,000
Q3 2023

Oct 24, 2023

SELL
$46.92 - $52.8 $12,668 - $14,256
-270 Reduced 68.88%
122 $5,000
Q2 2023

Jul 17, 2023

BUY
$46.85 - $52.12 $8,854 - $9,850
189 Added 93.1%
392 $20,000
Q1 2023

May 01, 2023

BUY
$44.09 - $51.42 $4,805 - $5,604
109 Added 115.96%
203 $9,000
Q2 2022

Jul 19, 2022

BUY
$44.37 - $55.82 $1,863 - $2,344
42 Added 80.77%
94 $4,000
Q3 2021

Nov 04, 2021

BUY
$49.24 - $53.28 $2,560 - $2,770
52 New
52 $3,000

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $34.9B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
Track This Portfolio

Track Pfg Private Wealth Management, LLC Portfolio

Follow Pfg Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.