Prosperity Wealth Management, Inc. IUS Holdings History
Prosperity Wealth Management, Inc.'s INVESCO EXC TR SEL Holding Summary
As of 2025-03-31, Prosperity Wealth Management, Inc. held 106,973.00 shares of INVESCO EXC TR SEL(IUS), totaling $5.28 Mil. This investment constitutes 2.48% of their stock portfolio, and Prosperity Wealth Management, Inc. now holds 0.85% of the outstanding INVESCO EXC TR SEL(IUS) stock.
The initial trade took place in 2022Q4. And since then Prosperity Wealth Management, Inc. has made 6 purchases of IUS, at an average price of $40.02, for a total of 124,733.00 shares. In addition, there have been 3 sales at an average price of $39.40 for 17,760.00 shares. Based on historical transaction data and IUS's current price of $52.50, Prosperity Wealth Management, Inc.'s estimated gain on his IUS holdings is $1.32 Mil, reflecting a 26.53% gain to date.
Prosperity Wealth Management, Inc. IUS ($52.50) Holding Chart
Prosperity Wealth Management, Inc. IUS ($52.50) 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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