A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 32,413 shares of PFG stock, worth $2.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
32,413
Previous 31,921 1.54%
Holding current value
$2.47 Million
Previous $2.74 Million 8.5%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025

BUY
$74.91 - $91.26 $36,855 - $44,899
492 Added 1.54%
32,413 $2.51 Million
Q3 2024

Oct 23, 2024

SELL
$72.94 - $87.46 $331,731 - $397,768
-4,548 Reduced 12.47%
31,921 $2.74 Million
Q2 2024

Jul 16, 2024

SELL
$76.66 - $86.01 $193,413 - $217,003
-2,523 Reduced 6.47%
36,469 $2.86 Million
Q1 2024

Apr 15, 2024

SELL
$77.2 - $86.31 $71,718 - $80,181
-929 Reduced 2.33%
38,992 $3.37 Million
Q4 2023

Jan 30, 2024

BUY
$66.88 - $79.58 $232,608 - $276,779
3,478 Added 9.54%
39,921 $3.14 Million
Q3 2023

Nov 13, 2023

BUY
$72.0 - $84.1 $2.62 Million - $3.06 Million
36,443 New
36,443 $2.63 Million
Q2 2021

Aug 10, 2021

SELL
$59.74 - $66.87 $2.26 Million - $2.53 Million
-37,902 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$48.31 - $61.55 $35,797 - $45,608
741 Added 1.99%
37,902 $2.34 Million
Q4 2020

Feb 10, 2021

SELL
$38.25 - $52.6 $936,360 - $1.29 Million
-24,480 Reduced 39.71%
37,161 $1.98 Million
Q3 2020

Nov 12, 2020

SELL
$37.79 - $46.18 $566,131 - $691,822
-14,981 Reduced 19.55%
61,641 $2.64 Million
Q2 2020

Oct 13, 2020

BUY
$26.41 - $48.72 $2.02 Million - $3.73 Million
76,622 New
76,622 $3.45 Million
Q4 2019

Feb 05, 2020

SELL
$52.35 - $57.4 $1.04 Million - $1.14 Million
-19,906 Closed
0 $0
Q3 2019

Nov 06, 2019

BUY
$52.18 - $60.68 $1.04 Million - $1.21 Million
19,906 New
19,906 $1.1 Million
Q4 2017

Jan 19, 2018

SELL
$64.92 - $71.76 $857,463 - $947,806
-13,208 Closed
0 $0
Q3 2017

Oct 18, 2017

BUY
$59.92 - $67.04 $791,423 - $885,464
13,208
13,208 $880,000

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 $19B
  • 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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