Holos Integrated Wealth LLC
Position in PRU — Prudential Financial Inc
CIK 2080096
KENNETT SQUARE, PA
Position in PRU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,396
-$11,015 QoQ
Shares Held
50
-70.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,334
of 1,403 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Holos Integrated Wealth LLC holds $14,553 across 3 Insurance - Life names. PRU ranks #2 (37.1% of the industry book) .
All Filings in PRU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,396 | 50 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,411 | 168 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,644 | 50 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $5,187 | 50 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $5,372 | 50 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,584 | 50 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $5,926 | 50 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||