TCWA
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Turtle Creek Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-38
Closed -$2.99K – 647
2023
Q4 		$2.99K Buy
+38
New +$2.99K ﹤0.01% 722