Number of Shares
124,132.00
Current Holdings Value*
$4.30 Mil
% of Portfolio
2.14%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
35.13%

Prosperity Financial Group, Inc.'s Putnam Focused Large Cap Growth ETF Holding Summary

As of 2025-03-31, Prosperity Financial Group, Inc. held 124,132.00 shares of Putnam Focused Large Cap Growth ETF(PGRO), totaling $4.30 Mil. This investment constitutes 2.14% of their stock portfolio, and Prosperity Financial Group, Inc. now holds 6.9% of the outstanding Putnam Focused Large Cap Growth ETF(PGRO) stock.

The initial trade took place in 2023Q3. And since then Prosperity Financial Group, Inc. has made 6 purchases of PGRO, at an average price of $30.65, for a total of 128,879.00 shares. In addition, there have been 1 sales at an average price of $34.82 for 4,747.00 shares. Based on historical transaction data and PGRO's current price of $41.67, Prosperity Financial Group, Inc.'s estimated gain on his PGRO holdings is $1.39 Mil, reflecting a 35.13% gain to date.

Prosperity Financial Group, Inc. PGRO ($41.67) Holding Chart

Prosperity Financial Group, Inc. PGRO ($41.67) 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 %

Top Ranked Articles

  • 1