Principal Financial shares owned by Atlantic Edge Private Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Atlantic Edge Private Wealth Management
from 13F filings
Historical chart of Atlantic Edge Private Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Atlantic Edge Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.7k | 100 | 77.41 |
| 2024-09-30 | $8.6k | 100 | 85.90 |
| 2024-06-30 | $7.8k | 100 | 78.45 |
| 2024-03-31 | $8.6k | 100 | 86.31 |
| 2023-12-31 | $7.9k | 100 | 78.67 |
More positions owned by Atlantic Edge Private Wealth Management
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