Number of Shares
113,761.00
Current Holdings Value*
$4.79 Mil
% of Portfolio
2.38%
Total Estimate Gain
$69,564.18
% of Total Estimate Gain
1.42%

Prosperity Financial Group, Inc.'s ProShares S&P 500 High Income ETF Holding Summary

As of 2025-03-31, Prosperity Financial Group, Inc. held 113,761.00 shares of ProShares S&P 500 High Income ETF(ISPY), totaling $4.79 Mil. This investment constitutes 2.38% of their stock portfolio, and Prosperity Financial Group, Inc. now holds 0.59% of the outstanding ProShares S&P 500 High Income ETF(ISPY) stock.

The initial trade took place in 2024Q1. And since then Prosperity Financial Group, Inc. has made 4 purchases of ISPY, at an average price of $42.33, for a total of 115,403.00 shares. In addition, there have been 1 sales at an average price of $43.43 for 1,642.00 shares. Based on historical transaction data and ISPY's current price of $42.93, Prosperity Financial Group, Inc.'s estimated gain on his ISPY holdings is $69,564.18, reflecting a 1.42% gain to date.

Prosperity Financial Group, Inc. ISPY ($42.93) Holding Chart

Prosperity Financial Group, Inc. ISPY ($42.93) 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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