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Principal Financial shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 3.3k 85.90
2024-06-30 $262k 3.3k 78.45

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Microsoft Corporation (MSFT)
Capital Group International SHS (CGIE)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Total Usd (IUSB)

View all positions for LVW Advisors

Top funds holding Principal Financial

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

View all funds holding Principal Financial