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
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |