C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Sells in Q4 2024

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • $1.23 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-3.86M
- 97.92%
$47.65 - $48.6 $184M - $188M
82.1K $3.92B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-413K
- 64.31%
$33.71 - $34.99 $13.9M - $14.5M
229K $7.91B
NFLX
Netflix Inc

Communication Services
-26.3K
- 91.78%
$687.65 - $936.56 $18.1M - $24.7M
2.36K $2.1B
Dimensional ETF Trust
-321K
- 76.19%
N/A
100K $2.56B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-71K
- 77.75%
$33.39 - $37.66 $2.37M - $2.67M
20.3K $678M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-101K
- 93.28%
$57.38 - $61.11 $5.82M - $6.19M
7.3K $426M
MO
Altria Group, Inc.

Consumer Defensive
-10.8K
- 48.99%
$49.06 - $57.74 $532K - $626K
11.3K $590M
VOYA
Voya Financial, Inc.

Financial Services
-52K
- 80.67%
$65.93 - $83.9 $3.43M - $4.36M
12.4K $857M
IBM
International Business Machines Corp

Technology
-193K
- 94.83%
$204.9 - $238.04 $39.5M - $45.8M
10.5K $2.31B
IWS
Ishares Russell Midcap Value E

ETFs
-42.5K
- 75.27%
$128.08 - $140.32 $5.44M - $5.96M
14K $1.81B
WMT
Walmart Inc.

Consumer Defensive
-41.4K
- 61.55%
$79.1 - $95.7 $3.27M - $3.96M
25.8K $2.34B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-89.2K
- 89.06%
$40.38 - $44.35 $3.6M - $3.96M
11K $449M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-26.6K
- 68.07%
$121.89 - $135.52 $3.24M - $3.6M
12.5K $1.56B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-33.7K
- 73.72%
$21.81 - $22.48 $736K - $758K
12K $264M
MS
Morgan Stanley

Financial Services
-1.98K
- 19.58%
$104.42 - $134.99 $207K - $267K
8.13K $1.02B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-21.9K
- 59.9%
$44.57 - $46.43 $978K - $1.02M
14.7K $671M
IRBO
Ishares Robotics & Artificial

ETFs
-8.09K
- 49.42%
N/A
8.28K $307M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-58.6K
- 50.45%
$50.0 - $50.27 $2.93M - $2.95M
57.5K $2.88B
IDNA
Ishares Tr Genomics Immunology

ETFs
-9.16K
- 38.87%
$22.38 - $25.53 $205K - $234K
14.4K $326M
QCOM
Qualcomm Inc

Technology
-10.5K
- 77.08%
$150.4 - $178.04 $1.58M - $1.87M
3.13K $481M
TSLA
Tesla, Inc.

Consumer Cyclical
-6.49K
- 63.01%
$213.65 - $479.86 $1.39M - $3.11M
3.81K $1.54B
SLV
I Shares Silver Trust

ETFs
-34.1K
- 78.65%
$26.33 - $31.74 $897K - $1.08M
9.24K $243M
GOOGL
Alphabet Inc.

Communication Services
-41K
- 82.32%
$161.86 - $196.66 $6.63M - $8.05M
8.79K $1.66B
IGM
Ishares Expanded Tech Sector E

ETFs
-9.03K
- 67.81%
$94.19 - $106.95 $850K - $965K
4.29K $438M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-21.5K
- 45.47%
$22.01 - $66.82 $474K - $1.44M
25.8K $586M
EFV
Msci Eafe Value ETF

ETFs
-5.83K
- 18.21%
$51.78 - $57.15 $302K - $333K
26.2K $1.37B
IEF
Ishares Barclays

ETFs
-11K
- 58.55%
$92.08 - $98.18 $1.02M - $1.08M
7.82K $723M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-7.84K
- 80.53%
$172.07 - $207.36 $1.35M - $1.63M
1.9K $374M
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-1.38K
- 20.36%
N/A
5.38K $264M
V
Visa Inc.

Financial Services
-475
- 25.23%
$273.87 - $320.91 $130K - $152K
1.41K $445M
IYK
Ishares U.S. Consumer Staples

ETFs
-1
- 0.01%
$65.32 - $70.92 $65.3 - $70.9
7.95K $521M
ALL
Allstate Corp

Financial Services
-1
- 0.06%
$181.25 - $208.2 $181 - $208
1.59K $306M
GOOG
Alphabet Inc.

Communication Services
-1
- 0.01%
$163.08 - $198.16 $163 - $198
7.66K $1.46B
DIS
Walt Disney CO

Communication Services
-2.98K
- 46.93%
$92.39 - $117.6 $275K - $350K
3.37K $375M
NVS
Novartis Ag

Healthcare
-2.06K
- 37.47%
$96.78 - $117.18 $199K - $241K
3.44K $334M
GAM
General American Investors CO Inc

Financial Services
-3.56K
- 27.09%
$49.57 - $55.15 $176K - $196K
9.58K $488M
ETN
Eaton Corp PLC

Industrials
-822
- 24.43%
$326.96 - $377.52 $269K - $310K
2.54K $844M
IWV
Ishares Russell 3000 ETF

ETFs
-1.72K
- 30.48%
$323.08 - $349.08 $555K - $599K
3.92K $1.31B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.69K
- 14.06%
$100.24 - $101.35 $170K - $171K
10.3K $1.04B
VGT
Vanguard Information Technolog

ETFs
-355
- 11.59%
$571.78 - $647.97 $203K - $230K
2.71K $1.69B
COST
Costco Wholesale Corp

Consumer Defensive
-5.89K
- 71.25%
$873.59 - $994.69 $5.15M - $5.86M
2.38K $2.18B
IVV
Ishares Core S&P 500 ETF

ETFs
-47.5K
- 82.54%
$570.51 - $610.59 $27.1M - $29M
10K $5.92B
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-158K
- 57.56%
$32.44 - $33.28 $5.11M - $5.24M
116K $3.86B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-144K
- 85.11%
$481.22 - $538.17 $69.2M - $77.4M
25.2K $12.9B
Activity Summary
Buys All Purchases 290 New Holdings 251 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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