A detailed history of Resolute Wealth Strategies, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Resolute Wealth Strategies, LLC holds 4,474 shares of PFG stock, worth $368,657. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,474
Previous 4,460 0.31%
Holding current value
$368,657
Previous $385 Million 8.83%
% of portfolio
0.2%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$76.66 - $86.01 $1,073 - $1,204
14 Added 0.31%
4,474 $351 Million
Q1 2024

May 14, 2024

BUY
$77.2 - $86.31 $926 - $1,035
12 Added 0.27%
4,460 $385 Million
Q4 2023

Feb 06, 2024

SELL
$66.88 - $79.58 $68,685 - $81,728
-1,027 Reduced 18.76%
4,448 $350 Million
Q3 2023

Nov 13, 2023

BUY
$72.0 - $84.1 $288 - $336
4 Added 0.07%
5,475 $395 Million
Q2 2023

Aug 08, 2023

BUY
$65.46 - $77.11 $261 - $308
4 Added 0.07%
5,471 $415 Million
Q1 2023

May 04, 2023

BUY
$69.69 - $93.39 $380,995 - $510,563
5,467 New
5,467 $406 Million

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
Track This Portfolio

Track Resolute Wealth Strategies, LLC Portfolio

Follow Resolute Wealth Strategies, 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 Resolute Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resolute Wealth Strategies, LLC with notifications on news.