Principal Financial shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $18k | 225 | 78.67 |
| 2023-09-30 | $16k | 225 | 72.07 |
| 2023-06-30 | $17k | 225 | 75.84 |
| 2023-03-31 | $17k | 225 | 74.32 |
| 2022-12-31 | $19k | 225 | 83.92 |
| 2021-12-31 | $16k | 227 | 70.48 |
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