Retirement Wealth Solutions LLC

Pension

Position in PRU — Prudential Financial Inc

CIK 2044741 MARSHFIELD, WI

Position in PRU

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$7,986

+$757 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,309

of 1,403 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $43,156 across 5 Insurance - Life names. PRU ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	303	$25,636
2	PRU	Prudential Financial Inc This page	74	$7,986
3	PUK	Prudential PLC	150	$4,021
4	UNM	Unum Group	40	$3,576
5	CNO	CNO Financial Group, Inc.	38	$1,937

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,986	74	0.0%	Shares	Sole	2026-07-07
2026-03-31	$7,229	74	-74.0%	Shares	Sole	2026-04-07
2025-12-31	$32,170	285	-4.7%	Shares	Sole	2026-01-07
2025-09-30	$31,018	299	-8.6%	Shares	Sole	2025-10-08
2025-06-30	$35,132	327	0.0%	Shares	Sole	2025-07-07
2025-03-31	$36,519	327	0.0%	Shares	Sole	2025-04-08
2024-12-31	$38,759	327	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.