Prospect Financial Group LLC CA Holdings History
Number of Shares
14,104.00
Current Holdings Value*
$347,950.00
% of Portfolio
0.44%
Total Estimate Gain
$-8,673.96
% of Total Estimate Gain
-2.47%
Prospect Financial Group LLC's Xtrackers California Municipal Bonds ETF Holding Summary
As of 2025-03-31, Prospect Financial Group LLC held 14,104.00 shares of Xtrackers California Municipal Bonds ETF(CA), totaling $347,950.00. This investment constitutes 0.44% of their stock portfolio, and Prospect Financial Group LLC now holds 1.57% of the outstanding Xtrackers California Municipal Bonds ETF(CA) stock.
The initial trade took place in 2025Q1. And since then Prospect Financial Group LLC has made 1 purchases of CA, at an average price of $24.87, for a total of 14,104.00 shares. Based on historical transaction data and CA's current price of $24.26, Prospect Financial Group LLC's estimated gain on his CA holdings is $-8,673.96, reflecting a -2.47% gain to date.
Prospect Financial Group LLC CA ($24.26) Holding Chart
Prospect Financial Group LLC CA ($24.26) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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