CWM
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Centricity Wealth Management’s Principal Financial Group PFG Stock Holding History

Centricity Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.13K Hold
115
– – 0.01% 331
2025
Q1 		$9.7K Hold
115
– – 0.01% 321
2024
Q4 		$8.9K Buy
+115
New +$8.9K 0.01% 341