ENCOMPASS WEALTH ADVISORS, LLC - PRINCIPAL FDS INC ownership

PRINCIPAL FDS INC's ticker is and the CUSIP is 74253Q747. A total of 3 filers reported holding PRINCIPAL FDS INC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of PRINCIPAL FDS INC
ValueSharesWeighting
Q3 2023$1,204,350
-11.4%
35,215
-6.4%
0.40%
-9.3%
Q2 2023$1,358,873
+2.8%
37,621
-6.3%
0.44%
-1.8%
Q1 2023$1,322,437
+4.4%
40,147
-1.1%
0.45%
-2.6%
Q4 2022$1,266,975
+5.1%
40,608
+0.3%
0.46%
+0.9%
Q3 2022$1,205,000
-6.2%
40,491
-3.1%
0.46%
+0.9%
Q2 2022$1,284,000
-17.3%
41,779
-0.5%
0.45%
+15.8%
Q1 2022$1,553,000
-12.4%
41,975
-0.9%
0.39%
-9.0%
Q4 2021$1,772,000
+0.2%
42,349
-1.5%
0.43%
-6.5%
Q3 2021$1,769,000
-2.5%
42,983
-3.2%
0.46%
+3.4%
Q2 2021$1,815,000
-1.8%
44,408
-4.4%
0.45%
-5.3%
Q1 2021$1,848,00046,4280.47%
Other shareholders
PRINCIPAL FDS INC shareholders Q1 2022
NameSharesValueWeighting ↓
FULTON BANK, N.A. 1,353,633$50,071,0002.34%
ENCOMPASS WEALTH ADVISORS, LLC 41,975$1,553,0000.39%
MOODY LYNN & LIEBERSON, LLC 30,613$1,132,0000.08%
View complete list of PRINCIPAL FDS INC shareholders