Svb Wealth LLC Principal Financial Group Inc Transaction History

Svb Wealth LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$76.66 - $86.01 $64,011 - $71,818	-835 Reduced 22.96%	2,801 $219,000
Q1 2024 May 15, 2024	SELL	$77.2 - $86.31 $27,174 - $30,381	-352 Reduced 8.83%	3,636 $313,000
Q4 2023 Jan 30, 2024	BUY	$66.88 - $79.58 $73,300 - $87,219	1,096 Added 37.9%	3,988 $313,000
Q3 2023 Oct 23, 2023	BUY	$72.0 - $84.1 $208,224 - $243,217	2,892 New	2,892 $208,000
Q1 2023 May 12, 2023	SELL	$69.69 - $93.39 $166,698 - $223,388	-2,392 Reduced 45.28%	2,891 $214,000
Q4 2022 Feb 10, 2023	BUY	$75.39 - $95.0 $56,693 - $71,440	752 Added 16.6%	5,283 $443,000
Q3 2022 Nov 09, 2022	BUY	$61.13 - $79.78 $276,980 - $361,483	4,531 New	4,531 $327,000
Q2 2018 Aug 14, 2018	SELL	$52.58 - $61.46 $1.82 Million - $2.12 Million	-34,550 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$57.76 - $75.04 $2 Million - $2.59 Million	34,550 New	34,550 $2.1 Million

846

160M

182K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.2B
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...

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