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Prudential Financial shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & Management investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Prudential Financial by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.0M 9.7k 107.44
2025-03-31 $1.1M 9.7k 111.68
2024-12-31 $1.1M 9.7k 118.53