Principal Financial shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $141k | 2.0k | 72.07 |
| 2023-06-30 | $148k | 2.0k | 75.84 |
| 2023-03-31 | $145k | 2.0k | 74.32 |
| 2022-12-31 | $164k | 2.0k | 83.92 |
| 2022-09-30 | $141k | 2.0k | 72.31 |
| 2022-06-30 | $130k | 2.0k | 66.67 |
| 2022-03-31 | $173k | 2.4k | 73.62 |
| 2021-12-31 | $184k | 2.6k | 72.16 |
| 2021-09-30 | $164k | 2.6k | 64.31 |
| 2021-06-30 | $161k | 2.6k | 63.14 |
| 2021-03-31 | $153k | 2.6k | 60.00 |
| 2020-12-31 | $102k | 2.1k | 49.76 |
| 2020-09-30 | $91k | 2.3k | 40.11 |
| 2020-06-30 | $94k | 2.3k | 41.43 |
| 2020-03-31 | $54k | 1.7k | 31.36 |
| 2019-12-31 | $103k | 1.9k | 55.11 |
| 2019-09-30 | $107k | 1.9k | 57.25 |
| 2019-06-30 | $108k | 1.9k | 57.78 |
| 2019-03-31 | $91k | 1.8k | 50.03 |
| 2018-12-31 | $80k | 1.8k | 43.98 |
| 2018-09-30 | $107k | 1.8k | 58.82 |
| 2018-06-30 | $96k | 1.8k | 52.78 |
| 2018-03-31 | $111k | 1.8k | 61.02 |
| 2013-09-30 | $13k | 300 | 43.33 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors