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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$22.6K	Buy
2025 Q2	$20.7K	Buy
2025 Q1	$8.52K	Buy