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

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Quarterly reported holdings in Principal Financial by Miller Wealth Advisors

Quarter filed Position value Share count Share price at filing
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