Atria Wealth Solutions’s Principal Financial Group PFG Stock Holding History

Atria Wealth Solutions’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$404K	Sell
2025 Q1	$429K	Buy
2023 Q3	–	Sell
2023 Q2	$212K	Buy
2023 Q1	$207K	Sell
2022 Q4	$659K	Buy
2022 Q3	$564K	Buy