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Proquility Private Wealth Partners »

Principal Financial shares owned by Proquility Private Wealth Partners

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Proquility Private Wealth Partners from 13F filings

Historical chart of Proquility Private Wealth Partners investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Proquility Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Proquility Private Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$439k	5.6k	78.67
2023-09-30	$701k	9.7k	72.07
2023-06-30	$761k	10k	75.84
2023-03-31	$698k	9.4k	74.32

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Select Sector Spdr Tr Sbi Healthcare (XLV)

Vanguard World Fds Industrial Etf (VIS)

Ishares Msci Eurzone Etf (EZU)

Vanguard Index Fds Small Cp Etf (VB)

Select Sector Spdr Tr Financial (XLF)

Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)

Select Sector Spdr Tr Communication (XLC)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

J P Morgan Exchange Traded F Betabuilders Dev (BBAX)

Select Sector Spdr Tr Energy (XLE)

View all positions for Proquility Private Wealth Partners

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