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Principal Financial shares owned by Long Run Wealth Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Long Run Wealth Advisors from 13F filings

Historical chart of Long Run Wealth Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Long Run Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Long Run Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 2.4k 85.88

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Eafe Value Etf (EFV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Core Msci Emkt (IEMG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Indl (XLI)
Apple (AAPL)
Select Sector Spdr Tr Communication (XLC)

View all positions for Long Run Wealth Advisors

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Bank of America Corporation
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
Invesco
Jpmorgan Chase & Co
Legal & General Group
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Principal Financial