Principal Financial shares owned by Miller Wealth Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Miller Wealth Advisors
from 13F filings
Historical chart of Miller Wealth Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Miller Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33k | 396 | 82.91 |
| 2025-06-30 | $32k | 396 | 79.43 |
| 2025-03-31 | $33k | 396 | 84.37 |
| 2024-12-31 | $31k | 396 | 77.41 |
| 2024-09-30 | $36k | 396 | 91.26 |
| 2024-06-30 | $31k | 396 | 78.45 |
| 2024-03-31 | $34k | 396 | 86.31 |
| 2023-12-31 | $107k | 396 | 271.25 |
| 2023-09-30 | $29k | 396 | 72.07 |
| 2023-06-30 | $30k | 396 | 75.84 |
| 2023-03-31 | $999 | 1.0k | 1.00 |
| 2022-12-31 | $33k | 396 | 83.33 |
| 2022-09-30 | $26k | 396 | 65.66 |
| 2022-06-30 | $26k | 396 | 65.66 |
| 2022-03-31 | $29k | 396 | 73.23 |
| 2021-12-31 | $29k | 396 | 73.23 |