Principal Financial shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $751k | 19k | 40.27 |
| 2020-06-30 | $750k | 18k | 41.53 |
| 2020-03-31 | $584k | 19k | 31.36 |