Prosperity Consulting Group, LLC SPY Holdings History
Prosperity Consulting Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Prosperity Consulting Group, LLC held 45,361.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $25.37 Mil. This investment constitutes 1.96% of their stock portfolio, and Prosperity Consulting Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Prosperity Consulting Group, LLC has made 9 purchases of SPY, at an average price of $500.81, for a total of 46,779.00 shares. In addition, there have been 5 sales at an average price of $495.04 for 1,418.00 shares. Based on historical transaction data and SPY's current price of $620.68, Prosperity Consulting Group, LLC's estimated gain on his SPY holdings is $5.43 Mil, reflecting a 23.17% gain to date.
Prosperity Consulting Group, LLC SPY ($620.68) Holding Chart
Prosperity Consulting Group, LLC SPY ($620.68) 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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