Svb Wealth LLC Prudential PLC Transaction History

Svb Wealth LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$18.39 - $27.49 $68,079 - $101,767	3,702 Added 32.28%	15,169 $416,000
Q3 2022 Nov 09, 2022	BUY	$11.29 - $25.48 $129,462 - $292,179	11,467 New	11,467 $229,000
Q4 2021 Feb 15, 2022	SELL	$32.31 - $42.05 $409,755 - $533,278	-12,682 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$34.64 - $42.81 $37,307 - $46,106	1,077 Added 9.28%	12,682 $497,000
Q2 2021 Aug 13, 2021	BUY	$36.95 - $43.31 $11,934 - $13,989	323 Added 2.86%	11,605 $443,000
Q1 2021 May 11, 2021	SELL	$30.98 - $42.1 $217,169 - $295,121	-7,010 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$23.59 - $36.06 $165,365 - $252,780	7,010 New	7,010 $259,000
Q4 2018 Feb 14, 2019	SELL	$32.7 - $44.22 $145,613 - $196,911	-4,453 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$42.06 - $46.14 $15,267 - $16,748	-363 Reduced 7.54%	4,453 $205,000
Q1 2018 May 11, 2018	SELL	$47.58 - $53.48 $57,191 - $64,282	-1,202 Reduced 19.97%	4,816 $247,000
Q4 2017 Feb 13, 2018	BUY	$45.81 - $49.31 $83,282 - $89,645	1,818 Added 43.29%	6,018 $306,000
Q3 2017 Nov 13, 2017	BUY	$44.54 - $47.97 $187,068 - $201,474	4,200	4,200 $201,000

187

26.8M

16.3K

6.6K

Ticker PUK
Exchange OTC
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 1,374,659,968
Market Cap $24.7B
Description
Prudential plc, through its subsidiaries, provides life and health insurance, and retirement and asset management solutions to individuals in Asia, and Africa. It offers health and protection, as well as savings products, such as participating, linked, and other traditional products. The company also provides insurance against common critical il...

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

Stay updated on Svb Wealth LLC with notifications on news.