Principal Financial shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in Principal Financial
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All positions including Principal Financial held by 180 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $361k | 4.2k | 86.32 |
2023-12-31 | $360k | 4.5k | 79.12 |
2023-09-30 | $359k | 5.0k | 72.07 |
2023-06-30 | $379k | 4.9k | 76.59 |
2023-03-31 | $459k | 6.2k | 74.32 |
2022-12-31 | $448k | 4.9k | 92.27 |
2022-09-30 | $359k | 5.0k | 72.07 |
2022-06-30 | $314k | 4.6k | 67.70 |