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  Name: Prosperity Consulting Group LLC
  City: OWINGS MILLS
  State: MD
  Zip: 21117
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $797,444,000
  Total Value Change : $498,947,000
  Securities Held Change : 128
   
All Securities Held : 330
  New Positions : 130
  Closed Positions : 3
  Increased Positions : 163
  Unchanged Positions : 3
  Decreased Positions : 34

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (FDEC)1 Year Chart         FDEC Ft Cboe Vest Us Equity Buff... 287 - $0.00 $265,000 6,428 0.03% 14,000 0 0.071    N/A
   (BWB)1 Year Chart         BWB Bridgewater Bancshares Inc 289 - $12.11 $259,000 22,278 0.03% -42,000 0 0.078    N/A
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 324 - $6.17 $93,000 15,702 0.01% 4,000 0 0.017    N/A

      3 Records Found
  1    
Page 1 of 1
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