LRWA
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Long Run Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Long Run Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,419
Closed -$204K – 110
2025
Q1 		$204K Buy
+2,419
New +$204K 0.05% 100
2024
Q4 		– Sell
-2,376
Closed -$204K – 109
2024
Q3 		$204K Buy
+2,376
New +$204K 0.05% 102