A detailed history of Robinson Smith Wealth Advisors LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 3,821 shares of PFG stock, worth $299,337. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,821
Previous 3,824 0.08%
Holding current value
$299,337
Previous $300 Million 9.41%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Nov 08, 2024

SELL
$72.94 - $87.46 $218 - $262
-3 Reduced 0.08%
3,821 $328 Million
Q2 2024

Jul 30, 2024

BUY
$76.66 - $86.01 $229 - $258
3 Added 0.08%
3,824 $300 Million
Q1 2024

Apr 25, 2024

SELL
$77.2 - $86.31 $231 - $258
-3 Reduced 0.08%
3,821 $330 Million
Q4 2023

Feb 12, 2024

BUY
$66.88 - $79.58 $255,749 - $304,313
3,824 New
3,824 $301 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 $19.5B
  • 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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