PRINCIPAL FDS INC's ticker is and the CUSIP is 74253Q747. A total of 3 filers reported holding PRINCIPAL FDS INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $855,322 | +9.7% | 23,680 | 0.0% | 0.07% | -1.4% |
| Q1 2023 | $780,019 | +105593.6% | 23,680 | 0.0% | 0.07% | +2.9% |
| Q4 2022 | $738 | -99.9% | 23,680 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $705,000 | -3.2% | 23,680 | 0.0% | 0.07% | +3.0% |
| Q2 2022 | $728,000 | -35.7% | 23,680 | -22.6% | 0.07% | -20.5% |
| Q1 2022 | $1,132,000 | -11.6% | 30,613 | 0.0% | 0.08% | -3.5% |
| Q4 2021 | $1,281,000 | -8.8% | 30,613 | -10.2% | 0.09% | -18.1% |
| Q3 2021 | $1,404,000 | -5.9% | 34,092 | -6.6% | 0.10% | -6.2% |
| Q2 2021 | $1,492,000 | +9.3% | 36,488 | 0.0% | 0.11% | -0.9% |
| Q1 2021 | $1,365,000 | +466.4% | 36,488 | +447.9% | 0.11% | +438.1% |
| Q4 2020 | $241,000 | +13.7% | 6,660 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $212,000 | – | 6,660 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FULTON BANK, N.A. | 1,353,633 | $50,071,000 | 2.34% |
| ENCOMPASS WEALTH ADVISORS, LLC | 41,975 | $1,553,000 | 0.39% |
| MOODY LYNN & LIEBERSON, LLC | 30,613 | $1,132,000 | 0.08% |