AE WEALTH MANAGEMENT LLC – Principal Financial Group, Inc. Transaction History
AE WEALTH MANAGEMENT LLC portfolio value:
$11.01M
portfolio value
AE WEALTH MANAGEMENT LLC quarter portfolio value change:
+8.03%
quarter
Principal Financial Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.97% | -31.19K shares | -1.26M | $72.15 | 152.64K |
| Q2 2022 | share | Increase | +55.55% | 65.65K shares | 3.60M | $66.79 | 183.84K |
| Q1 2022 | share | Increase | +18.01% | 18.03K shares | 1.43M | $73.41 | 118.18K |
| Q4 2021 | share | Increase | +7.41% | 6.91K shares | 1.23M | $72.11 | 100.15K |
| Q3 2021 | share | Increase | +19.97% | 15.52K shares | 1.09M | $63.8 | 93.24K |
| Q2 2021 | share | Increase | +75.04% | 33.31K shares | 2.24M | $62.02 | 77.72K |
| Q1 2021 | share | Increase | +14.36% | 5.57K shares | 736K | $58.31 | 44.40K |
| Q4 2020 | share | Increase | +15.71% | 5.27K shares | 575K | $47.77 | 38.82K |
| Q3 2020 | share | Increase | +0.03% | 10 shares | -42K | $38.34 | 33.55K |
| Q2 2020 | share | Increase | +72.12% | 14.05K shares | 782K | $39.03 | 33.54K |
| Q1 2020 | share | Increase | +62.22% | 7.47K shares | -50K | $29.03 | 19.48K |
| Q4 2019 | share | Increase | +69.40% | 4.92K shares | 256K | $50.31 | 12.01K |
| Q3 2019 | share | Increase | +0.75% | 53 shares | -3K | $51.74 | 7.09K |
| Q2 2019 | share | Increase | 0.00% | 7.03K shares | 408K | $51.9 | 7.03K |
| Q1 2019 | share | Decrease | -100.00% | -5.92K shares | -261K | $44.51 | 0 |
| Q4 2018 | share | Decrease | -20.17% | -1.49K shares | -173K | $38.76 | 5.92K |
| Q3 2018 | share | Increase | 0.00% | 7.41K shares | 434K | $50.86 | 7.41K |