Number of Shares
69,213
Previous 48,017 44.14%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
N/A
21,196 Added 44.14%
69,213 $0
Q3 2024

Oct 07, 2024

BUY
N/A
27,013 Added 128.61%
48,017 $0
Q2 2024

Jul 23, 2024

BUY
N/A
21,004 New
21,004 $0
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, 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 Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.