Number of Shares
267,843.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
2.12%
Total Estimate Gain
$640,911.89
% of Total Estimate Gain
13.83%

Prosperity Financial Group, Inc.'s Alger Mid Cap 40 ETF Holding Summary

As of 2025-03-31, Prosperity Financial Group, Inc. held 267,843.00 shares of Alger Mid Cap 40 ETF(FRTY), totaling $4.27 Mil. This investment constitutes 2.12% of their stock portfolio, and Prosperity Financial Group, Inc. now holds 5.32% of the outstanding Alger Mid Cap 40 ETF(FRTY) stock.

The initial trade took place in 2024Q3. And since then Prosperity Financial Group, Inc. has made 3 purchases of FRTY, at an average price of $17.31, for a total of 267,843.00 shares. Based on historical transaction data and FRTY's current price of $19.70, Prosperity Financial Group, Inc.'s estimated gain on his FRTY holdings is $640,911.89, reflecting a 13.83% gain to date.

Prosperity Financial Group, Inc. FRTY ($19.70) Holding Chart

Prosperity Financial Group, Inc. FRTY ($19.70) 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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