Number of Shares
136,320.00
Current Holdings Value*
$28.15 Mil
% of Portfolio
2.18%
Total Estimate Gain
$4.99 Mil
% of Total Estimate Gain
16.61%

Prosperity Consulting Group, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Prosperity Consulting Group, LLC held 136,320.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $28.15 Mil. This investment constitutes 2.18% of their stock portfolio, and Prosperity Consulting Group, LLC now holds 0.04% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q3. And since then Prosperity Consulting Group, LLC has made 5 purchases of XLK, at an average price of $219.15, for a total of 137,191.00 shares. In addition, there have been 2 sales at an average price of $207.78 for 871.00 shares. Based on historical transaction data and XLK's current price of $255.85, Prosperity Consulting Group, LLC's estimated gain on his XLK holdings is $4.99 Mil, reflecting a 16.61% gain to date.

Prosperity Consulting Group, LLC XLK ($255.85) Holding Chart

Prosperity Consulting Group, LLC XLK ($255.85) 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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