Unique Wealth Strategies’s Prudential Financial PRU Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-38	Closed	-$4.46K	–	555
2024 Q2	$4.46K	Buy	+38	New	+$4.39K	﹤0.01%	396

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Unique Wealth Strategies's PRU Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 38 shares — an estimated $4.46K sold.

Unique Wealth Strategies first reported a position in PRU in Q2 2024 and held it in 1 quarter. The position peaked at $4.46K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

Unique Wealth Strategies reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 38 Prudential Financial shares in Q3 2024, an estimated $4.46K.
Unique Wealth Strategies first reported a position in Prudential Financial in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Prudential Financial position peaked at $4.46K in Q2 2024.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.