Prosperity Financial Group, Inc. AGOX Holdings History
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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