Principal Financial shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44k | 528 | 82.91 |
| 2025-06-30 | $42k | 528 | 79.43 |
| 2025-03-31 | $45k | 528 | 84.37 |
| 2024-09-30 | $45k | 528 | 85.23 |
| 2024-06-30 | $41k | 528 | 77.65 |
| 2024-03-31 | $46k | 528 | 87.12 |