Retirement Wealth Solutions LLC

Pension

Position in PUK — Prudential PLC

CIK 2044741 MARSHFIELD, WI

Position in PUK

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

Position Value

$4,021

-$2,972 QoQ

Shares Held

150

-39.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#221

of 278 holders

Holding Since

Dec 2025

3 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. PUK ranks #3 (9.3% of the industry book) .

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

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,021	150	-39.0%	Shares	Sole	2026-07-07
2026-03-31	$6,993	246	+127.8%	Shares	Sole	2026-04-07
2025-12-31	$3,360	108	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.