A detailed history of Kingswood Wealth Advisors, LLC transactions in Prudential Financial Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,839 shares of PRU stock, worth $570,760. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,839
Previous 3,374 43.42%
Holding current value
$570,760
Previous $408 Million 40.56%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$114.59 - $129.52 $167,874 - $189,746
1,465 Added 43.42%
4,839 $574 Million
Q3 2024

Oct 21, 2024

SELL
$105.53 - $127.32 $144,681 - $174,555
-1,371 Reduced 28.89%
3,374 $408 Million
Q2 2024

Jul 09, 2024

BUY
$107.35 - $121.31 $99,191 - $112,090
924 Added 24.18%
4,745 $556 Million
Q1 2024

Apr 15, 2024

SELL
$101.84 - $117.4 $93,692 - $108,008
-920 Reduced 19.41%
3,821 $449 Million
Q4 2023

Jan 16, 2024

BUY
$88.61 - $105.21 $198,309 - $235,459
2,238 Added 89.41%
4,741 $492 Million
Q3 2023

Oct 23, 2023

BUY
$88.66 - $99.14 $221,915 - $248,147
2,503 New
2,503 $238 Million

Others Institutions Holding PRU

About PRUDENTIAL FINANCIAL INC


  • Ticker PRU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 372,000,000
  • Market Cap $43.9B
  • Description
  • Prudential Financial, Inc., together with its subsidiaries, provides insurance, investment management, and other financial products and services in the United States and internationally. It operates through eight segments: PGIM, Retirement, Group Insurance, Individual Annuities, Individual Life, Assurance IQ, International Businesses, and Closed...
More about PRU
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.