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| Name: |
Prosperity Wealth Management Inc. |
| City: |
San Ramon |
| State: |
CA |
| Zip: |
94583 |
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data |
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| Holdings
Found :
6 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BBT |
Truist Financial Corp |
63 |
- |
$35.64 |
$547,000 |
14,024 |
0.26% |
29,000 |
0 |
0.001 |
Domestic Regional Banks |
|
|
AUGT |
Allianzim Us Large Cap Buff... |
77 |
- |
$0.00 |
$487,000 |
17,413 |
0.23% |
35,000 |
0 |
0.193 |
N/A |
|
|
OIH |
VANECK Vectors Oil Services... |
102 |
- |
$317.13 |
$343,000 |
1,019 |
0.16% |
28,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
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GMT |
GATX Corp |
117 |
- |
$138.17 |
$268,000 |
2,001 |
0.13% |
27,000 |
0 |
0 |
Rental & Leasing Serv... |
|
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O |
Realty Income Corp |
137 |
- |
$53.72 |
$217,000 |
4,019 |
0.1% |
-14,000 |
0 |
0.001 |
REIT - Retail |
|
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MCO |
Moodys Corp |
142 |
- |
$415.09 |
$209,000 |
533 |
0.1% |
1,000 |
0 |
0 |
Business Services |
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