HERITAGE FINANCIAL SERVICES, LLC – Principal Financial Group, Inc. Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$0
portfolio value
HERITAGE FINANCIAL SERVICES, 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 | -100.00% | -369 shares | -24K | $72.15 | 0 |
| Q2 2022 | share | Increase | 0.00% | 369 shares | 24K | $66.79 | 369 |