Number of Shares
22,139
Previous 21,459 3.17%
Holding current value
$2.27 Billion
Previous $1.66 Billion 36.23%
% of portfolio
0.84%
Previous 0.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
N/A
680 Added 3.17%
22,139 $2.27 Billion
Q1 2025

Apr 18, 2025

BUY
N/A
1,943 Added 9.96%
21,459 $1.66 Billion
Q4 2024

Feb 07, 2025

BUY
N/A
19,516 New
19,516 $2.16 Billion
Track This Portfolio

Track Prosperity Wealth Management, Inc. Portfolio

Follow Prosperity Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Wealth Management, Inc. with notifications on news.