One Wealth Advisors’s Principal Financial Group PFG Stock Holding History

One Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$287K	Buy
2018 Q3	–	Hold
2018 Q2	–	Sell
2018 Q1	$36K	Sell
2017 Q4	$83K	Buy