Td Private Client Wealth LLC Principal Financial Group Inc Transaction History

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024

A detailed history of Td Private Client Wealth LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Td Private Client Wealth LLC holds 358 shares of PFG stock, worth $27,820. This represents 0.0% of its overall portfolio holdings.

Number of Shares
358
Previous 356 0.56%
Holding current value
$27,820
Previous $27.9 Million 10.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 18, 2024
BUY
$72.94 - $87.46 $145 - $174
2 Added 0.56%
358 $30.8 Million
Q2 2024

Aug 14, 2024
BUY
$76.66 - $86.01 $27,290 - $30,619
356 New
356 $27.9 Million
Q1 2024

Aug 16, 2024
SELL
$77.2 - $86.31 $90,555 - $101,241
-1,173 Reduced 78.83%
315 $27.2 Million
Q4 2023

Aug 16, 2024
BUY
$66.88 - $79.58 $7,423 - $8,833
111 Added 8.06%
1,488 $117 Million
Q3 2023

Aug 16, 2024
BUY
$72.0 - $84.1 $30,384 - $35,490
422 Added 44.19%
1,377 $99.2 Million
Q2 2023

Aug 16, 2024
BUY
$65.46 - $77.11 $1,178 - $1,387
18 Added 1.92%
955 $72.4 Million
Q1 2023

Aug 16, 2024
SELL
$69.69 - $93.39 $1,533 - $2,054
-22 Reduced 2.29%
937 $69.6 Million
Q4 2022

Aug 16, 2024
BUY
$75.39 - $95.0 $37,996 - $47,880
504 Added 110.77%
959 $80.5 Million
Q3 2022

Aug 16, 2024
BUY
$61.13 - $79.78 $4,401 - $5,744
72 Added 18.8%
455 $32.8 Million
Q2 2022

Aug 16, 2024
SELL
$62.84 - $76.21 $6,472 - $7,849
-103 Reduced 21.19%
383 $25.6 Million
Q1 2022

Aug 16, 2024
BUY
$64.37 - $78.95 $1,609 - $1,973
25 Added 5.42%
486 $35.7 Million
Q4 2021

Aug 16, 2024
SELL
$65.12 - $73.93 $5,144 - $5,840
-79 Reduced 14.63%
461 $33.3 Million
Q3 2021

Aug 16, 2024
BUY
$59.2 - $68.12 $10,892 - $12,534
184 Added 51.69%
540 $34.8 Million
Q2 2021

Aug 16, 2024
BUY
$59.74 - $66.87 $597 - $668
10 Added 1.77%
575 $36.3 Million
Q1 2021

Aug 16, 2024
SELL
$48.31 - $61.55 $5,314 - $6,770
-110 Reduced 16.3%
565 $33.9 Million
Q4 2020

Aug 16, 2024
SELL
$38.25 - $52.6 $4,857 - $6,680
-127 Reduced 15.84%
675 $33.5 Million
Q3 2020

Aug 16, 2024
SELL
$37.79 - $46.18 $26,112 - $31,910
-691 Reduced 46.28%
802 $32.3 Million
Q2 2020

Aug 16, 2024
SELL
$26.41 - $48.72 $7,870 - $14,518
-298 Reduced 16.64%
1,493 $62 Million
Q1 2020

Aug 16, 2024
BUY
$24.16 - $57.08 $20,632 - $48,746
854 Added 91.14%
1,791 $56.1 Million
Q4 2019

Aug 16, 2024
BUY
$52.35 - $57.4 $30,415 - $33,349
581 Added 163.2%
937 $51.5 Million

Others Institutions Holding PFG

# of Institutions
836
Shares Held
159M
Call Options Held
177K
Put Options Held
119K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.4B
  • 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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