Wealth Enhancement Trust Services, Inc.
Position in PRI — Primerica, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in PRI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,421
+$169 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#503
of 519 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $307,345 across 11 Insurance - Life names. PRI ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
1,239 | $133,725 | |
| 2 | AFL |
Aflac Inc
|
959 | $112,442 | |
| 3 | MET |
Metlife Inc
|
392 | $33,166 | |
| 4 | GL |
Globe Life Inc.
|
64 | $11,435 | |
| 5 | UNM |
Unum Group
|
100 | $8,940 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
51 | $2,599 | |
| 7 | JXN |
Jackson Financial Inc.
|
19 | $1,945 | |
| 8 | PRI |
Primerica, Inc.
This page
|
5 | $1,421 |
All Filings in PRI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,421 | 5 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,252 | 5 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $1,291 | 5 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||