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Align Wealth Management, LLC

SEC CIK
0001961312
Latest filing
Jan 9, 2023

PFG holding history

Principal Financial Group Inc in every 13F filed by Align Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q4 2022 holdings

Shares (Q4 2022)
450
Value
$32.5K
% of portfolio
<0.1%
Quarters held
1
Since Q4 2022
Holdings of PFG by Align Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2022450$32.5K<0.1%–No prior filingHolders