Prosperity Financial Group, Inc. LMBS Holdings History
Prosperity Financial Group, Inc.'s First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, Prosperity Financial Group, Inc. held 69,331.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $3.41 Mil. This investment constitutes 1.7% of their stock portfolio, and Prosperity Financial Group, Inc. now holds 0.07% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2024Q1. And since then Prosperity Financial Group, Inc. has made 3 purchases of LMBS, at an average price of $48.38, for a total of 152,431.00 shares. In addition, there have been 2 sales at an average price of $48.71 for 83,100.00 shares. Based on historical transaction data and LMBS's current price of $49.26, Prosperity Financial Group, Inc.'s estimated gain on his LMBS holdings is $87,842.05, reflecting a 1.19% gain to date.
Prosperity Financial Group, Inc. LMBS ($49.26) Holding Chart
Prosperity Financial Group, Inc. LMBS ($49.26) 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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