NWM
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Navigoe Wealth Management’s Principal Financial Group PFG Stock Holding History

Navigoe 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 		$38K Hold
488
– – 0.03% 73
2025
Q1 		$41K Hold
488
– – 0.04% 69
2024
Q4 		$37K Buy
+488
New +$37K 0.04% 71