Principal Financial shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 39k | 86.31 |
| 2023-12-31 | $3.1M | 40k | 78.67 |
| 2023-09-30 | $2.6M | 36k | 72.07 |
| 2021-03-31 | $2.3M | 38k | 61.74 |
| 2020-12-31 | $2.0M | 37k | 53.31 |
| 2020-09-30 | $2.6M | 62k | 42.80 |
| 2020-06-30 | $3.4M | 77k | 44.97 |
| 2019-09-30 | $1.1M | 20k | 55.36 |
| 2017-09-30 | $880k | 13k | 66.63 |
| 2017-06-30 | $864k | 13k | 65.41 |
| 2016-09-30 | $1.7M | 32k | 52.62 |
More positions owned by Wealth Enhancement Advisory Services
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