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Prudential Financial shares owned by SVA Plumb Wealth Management

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

Historical chart of SVA Plumb Wealth Management investment in Prudential Financial

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

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Quarterly reported holdings in Prudential Financial by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $873k 11k 78.04
2020-09-30 $457k 7.2k 63.52
2020-06-30 $388k 6.4k 60.90
2020-03-31 $328k 6.3k 52.18
2019-12-31 $466k 5.0k 93.74

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Visa Com Cl A (V)
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Johnson & Johnson (JNJ)
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Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb 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
Bank of America Corporation
Goldman Sachs Group
Nippon Life insurance
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International

View all funds holding Prudential Financial