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Principal Financial shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Principal Financial

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All positions including Principal Financial held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7k 20 85.90
2024-06-30 $1.6k 20 78.45
2024-03-31 $1.7k 20 86.30
2023-12-31 $1.6k 20 78.65
2023-09-30 $1.4k 20 72.05
2023-06-30 $1.5k 20 75.85
2023-03-31 $1.5k 20 74.30
2022-12-31 $1.7k 20 83.90