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Asset Planning,Inc

Position in PRU — Prudential Financial Inc

CIK 2048547 LOS ALAMITOS, CA

Position in PRU

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,403
New position
Shares Held
13
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,377
of 1,403 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

Asset Planning,Inc holds $3,941 across 2 Insurance - Life names. PRU ranks #2 (35.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PRU
Prudential Financial Inc
This page
13 $1,403

All Filings in PRU

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $1,403 13