Number of Shares
98,295.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
1.2%
Total Estimate Gain
$274,243.05
% of Total Estimate Gain
10.32%

Prosperity Financial Group, Inc.'s Adaptive Alpha Opportunities ETF Holding Summary

As of 2025-03-31, Prosperity Financial Group, Inc. held 98,295.00 shares of Adaptive Alpha Opportunities ETF(AGOX), totaling $2.40 Mil. This investment constitutes 1.2% of their stock portfolio, and Prosperity Financial Group, Inc. now holds 0.86% of the outstanding Adaptive Alpha Opportunities ETF(AGOX) stock.

The initial trade took place in 2025Q1. And since then Prosperity Financial Group, Inc. has made 1 purchases of AGOX, at an average price of $27.03, for a total of 98,295.00 shares. Based on historical transaction data and AGOX's current price of $29.82, Prosperity Financial Group, Inc.'s estimated gain on his AGOX holdings is $274,243.05, reflecting a 10.32% gain to date.

Prosperity Financial Group, Inc. AGOX ($29.82) Holding Chart

Prosperity Financial Group, Inc. AGOX ($29.82) 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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