Number of Shares
9,488.00
Current Holdings Value*
$683,830.00
% of Portfolio
1.53%
Total Estimate Gain
$200,378.59
% of Total Estimate Gain
31.93%

Johnson Midwest Financial, LLC's Principal Financial Group Inc Holding Summary

As of 2023-09-30, Johnson Midwest Financial, LLC held 9,488.00 shares of Principal Financial Group Inc(PFG), totaling $683,830.00. This investment constitutes 1.53% of their stock portfolio, and Johnson Midwest Financial, LLC now holds 0% of the outstanding Principal Financial Group Inc(PFG) stock.

The initial trade took place in 2020Q4. And since then Johnson Midwest Financial, LLC has made 7 purchases of PFG, at an average price of $60.01, for a total of 10,457.00 shares. In addition, there have been 3 sales at an average price of $61.24 for 969.00 shares. Based on historical transaction data and PFG's current price of $81.00, Johnson Midwest Financial, LLC's estimated gain on his PFG holdings is $200,378.59, reflecting a 31.93% gain to date.

Johnson Midwest Financial, LLC PFG ($81.00) Holding Chart

Johnson Midwest Financial, LLC PFG ($81.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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