Modera Wealth Management »

Prudential Financial shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

All positions including Prudential Financial held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Prudential Financial by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 13k 117.19
2024-03-31 $1.6M 14k 117.39
2023-12-31 $1.4M 13k 103.71
2023-09-30 $1.3M 14k 94.89
2023-06-30 $1.3M 15k 88.22
2023-03-31 $230k 2.8k 82.73
2022-12-31 $285k 2.9k 99.47
2022-06-30 $272k 2.8k 95.54
2022-03-31 $329k 2.8k 118.22
2021-12-31 $656k 6.1k 108.39
2021-09-30 $316k 3.0k 105.26
2021-06-30 $233k 2.3k 102.60