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  Name: C2P Capital Advisory Group LLC d.b.a. Prosperity C
  City: Westlake
  State: OH
  Zip: 44145
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $845,089,000
  Total Value Change : $-76,703,000
  Securities Held Change : 64
   
All Securities Held : 323
  New Positions : 73
  Closed Positions : 14
  Increased Positions : 160
  Unchanged Positions : 6
  Decreased Positions : 84

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed 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
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 324 Closed $81.80 $0 0 0% -735,000 -9,750 0    Closed - End Fund - E...
   (VRP)1 Year Chart         VRP Invesco Variable Rate Prefe... 330 Closed $23.90 $0 0 0% -226,000 -9,785 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 336 Closed $0.00 $0 0 0% -269,000 -3,445 0    N/A
   (TLH)1 Year Chart         TLH iShares Barclays 10-20 Year... 323 Closed $102.85 $0 0 0% -229,000 -2,113 0    Closed - End Fund - E...
   (IYC)1 Year Chart         IYC iShares Dow Jones US Consum... 329 Closed $79.88 $0 0 0% -230,000 -3,038 0    Closed - End Fund - E...
   (ICLN)1 Year Chart         ICLN iShares S&P Global Clean En... 335 Closed $14.29 $0 0 0% -180,000 -11,535 0    Closed - End Fund - Debt
   (AGGY)1 Year Chart         AGGY Wisdomtree Trust 328 Closed $0.00 $0 0 0% -268,000 -6,088 0    N/A
   (IYE)1 Year Chart         IYE iShares Tr Enrgy Sector Indx 334 Closed $49.17 $0 0 0% -200,000 -4,539 0    Closed - End Fund - E...
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 327 Closed $61.38 $0 0 0% -1,401,000 -4,892 0    Closed - End Fund - E...
   (UUP)1 Year Chart         UUP Invesco Db Us Dollar Index ... 333 Closed $28.49 $0 0 0% -584,000 -21,545 0    Closed - End Fund - E...
   (HEDJ)1 Year Chart         HEDJ Wisdomtree International He... 326 Closed $48.49 $0 0 0% -214,000 -5,003 0    N/A
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 332 Closed $251.60 $0 0 0% -219,000 -798 0    Diversified Chemicals
   (IDRV)1 Year Chart         IDRV Ishares Self-driving Ev And... 325 Closed $0.00 $0 0 0% -261,000 -7,299 0    N/A
   (WMS)1 Year Chart         WMS Advanced Drainage Systems, ... 331 Closed $176.18 $0 0 0% -214,000 -1,520 0    N/A
      14 Records Found
  1    
Page 1 of 1
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