Number of Shares
199,138.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
2.19%
Total Estimate Gain
$15,303.44
% of Total Estimate Gain
0.33%

Prosperity Wealth Management, Inc.'s SPDR Portfolio High Yield Bond ETF Holding Summary

As of 2025-03-31, Prosperity Wealth Management, Inc. held 199,138.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $4.66 Mil. This investment constitutes 2.19% of their stock portfolio, and Prosperity Wealth Management, Inc. now holds 0.06% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.

The initial trade took place in 2024Q3. And since then Prosperity Wealth Management, Inc. has made 3 purchases of SPHY, at an average price of $23.63, for a total of 199,138.00 shares. Based on historical transaction data and SPHY's current price of $23.71, Prosperity Wealth Management, Inc.'s estimated gain on his SPHY holdings is $15,303.44, reflecting a 0.33% gain to date.

Prosperity Wealth Management, Inc. SPHY ($23.71) Holding Chart

Prosperity Wealth Management, Inc. SPHY ($23.71) 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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