TWD
PFG icon

True Wealth Design’s Principal Financial Group PFG Stock Holding History

True Wealth Design’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.7K Buy
261
+160
+158% +$12.7K 0.01% 376
2025
Q1 		$8.52K Buy
+101
New +$8.52K ﹤0.01% 518