Prosperity Wealth Management, Inc. SPHY Holdings History
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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