Evergreen Wealth Solutions, LLC Prudential Financial Inc Transaction History

Evergreen Wealth Solutions, LLC

$140 Million
Q2 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Prudential Financial Inc stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 5,566 shares of PRU stock, worth $672,428. This represents 0.46% of its overall portfolio holdings.

Number of Shares

5,566

Previous 6,824 18.43%

Holding current value

$672,428

Previous $801,000 18.6%

% of portfolio

0.46%

Previous 0.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$107.35 - $121.31 $135,046 - $152,607	-1,258 Reduced 18.43%	5,566 $652,000
Q1 2024 May 15, 2024	SELL	$101.84 - $117.4 $188,404 - $217,190	-1,850 Reduced 21.33%	6,824 $801,000
Q4 2023 Feb 07, 2024	SELL	$88.61 - $105.21 $87,901 - $104,368	-992 Reduced 10.26%	8,674 $899,000
Q3 2023 Nov 13, 2023	SELL	$88.66 - $99.14 $25,268 - $28,254	-285 Reduced 2.86%	9,666 $917,000
Q2 2023 Aug 11, 2023	BUY	$78.04 - $88.22 $4,916 - $5,557	63 Added 0.64%	9,951 $877,000
Q1 2023 May 12, 2023	SELL	$77.23 - $104.94 $103,024 - $139,989	-1,334 Reduced 11.89%	9,888 $818,000
Q4 2022 Feb 14, 2023	SELL	$89.19 - $110.21 $18,997 - $23,474	-213 Reduced 1.86%	11,222 $1.12 Million
Q3 2022 Nov 14, 2022	SELL	$21.01 - $99.99 $16,576 - $78,892	-789 Reduced 6.45%	11,435 $981,000
Q2 2022 Aug 15, 2022	SELL	$91.33 - $121.06 $34,522 - $45,760	-378 Reduced 3.0%	12,224 $1.17 Million
Q1 2022 Apr 22, 2022	SELL	$102.05 - $121.38 $4,592 - $5,462	-45 Reduced 0.36%	12,602 $1.49 Million
Q4 2021 Jan 19, 2022	BUY	$100.05 - $114.0 $1.27 Million - $1.44 Million	12,647 New	12,647 $1.37 Million

Others Institutions Holding PRU

# of Institutions

1,445

Shares Held

205M

Call Options Held

3.7M

Put Options Held

4.43M

View Full List

About PRUDENTIAL FINANCIAL INC

Ticker PRU
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 372,000,000
Market Cap $44.9B
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...

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Evergreen Wealth Solutions, LLC Prudential Financial Inc Transaction History