Prosperity Wealth Management, Inc. PIMCO ETF TR Transaction History

Prosperity Wealth Management, Inc.

  • $243 Billion
  • Q4 2024
Number of Shares
34,255
Previous 42,262 18.95%
Holding current value
$888 Million
Previous $1.13 Billion 21.17%
% of portfolio
0.37%
Previous 0.45%

Shares

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

Feb 07, 2025
SELL
N/A
-8,007 Reduced 18.95%
34,255 $888 Million
Q3 2024

Nov 14, 2024
BUY
N/A
12,726 Added 43.09%
42,262 $1.13 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
5,164 Added 21.19%
29,536 $757 Million
Q1 2024

May 15, 2024
BUY
N/A
2,549 Added 11.68%
24,372 $628 Million
Q4 2023

Jan 30, 2024
BUY
N/A
21,823 New
21,823 $560 Million
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