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Centricity Wealth Management’s Prudential Financial PRU Stock Holding History

Centricity Wealth Management’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$26.5K Hold
247
– – 0.02% 228
2025
Q1 		$27.6K Hold
247
– – 0.03% 221
2024
Q4 		$29.3K Buy
+247
New +$30.5K 0.03% 218

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Geode Capital Management
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Morgan Stanley
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Northern Trust
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Invesco
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UBS AM
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Dimensional Fund Advisors
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return