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Robertson Stephens Wealth Management’s Principal Financial Group PFG Stock Holding History

Robertson Stephens Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,564
Closed -$221K – 521
2024
Q1 		$221K Hold
2,564
– – 0.01% 468
2023
Q4 		$202K Buy
+2,564
New +$202K 0.01% 432