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Prudential Financial shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Prudential Financial by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $424k 3.5k 121.11
2024-03-31 $251k 2.1k 118.83

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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Prudential Financial

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Invesco
Dimensional Fund Advisors
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Nippon Life insurance
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International

View all funds holding Prudential Financial