PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

LVW Advisors, LLC's Holding History (CIK: 0001576053)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,838 Value ($000) $339 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 3,759 Value ($000) $312 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 3,741 Value ($000) $297 Avg Close $74.81 Range $66.44 - $83.99
Q3 2024
Shares 3,251 Value ($000) $279 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 3,336 Value ($000) $262 Avg Close $76.36 Range $71.87 - $81.40