Principal Financial shares owned by My Legacy Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in Principal Financial
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All positions including Principal Financial held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $410k | 5.2k | 78.97 |
| 2023-09-30 | $324k | 4.7k | 69.51 |
| 2023-06-30 | $679k | 8.5k | 79.90 |
| 2023-03-31 | $756k | 10k | 74.28 |
| 2022-12-31 | $834k | 9.0k | 92.31 |
| 2022-09-30 | $529k | 6.9k | 76.64 |
| 2022-06-30 | $338k | 5.1k | 66.25 |