Principal Financial shares owned by McClarren Financial Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by McClarren Financial Advisors
from 13F filings
Historical chart of McClarren Financial Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by McClarren Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $62k | 790 | 78.48 |
| 2023-09-30 | $55k | 776 | 70.88 |
| 2023-06-30 | $58k | 776 | 74.74 |
| 2023-03-31 | $57k | 768 | 74.22 |
| 2022-12-31 | $64k | 763 | 83.88 |
| 2022-09-30 | $54k | 757 | 71.33 |
| 2022-03-31 | $42k | 572 | 73.43 |
| 2021-12-31 | $42k | 568 | 73.94 |
| 2021-09-30 | $36k | 562 | 64.06 |
| 2021-06-30 | $35k | 557 | 62.84 |
| 2021-03-31 | $33k | 552 | 59.78 |
| 2020-12-31 | $27k | 546 | 49.45 |
More positions owned by McClarren Financial Advisors
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