Prosperity Wealth Management, Inc.
Q4 2023 13F Holdings
Location
San Ramon, CA
Holdings as of
12/31/2023
Value ($000)
$153,824
Num holdings
145
Date filed
1/30/2024
Form type
13F-HR
Prev filing
11/7/2023
Next filing
5/15/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q3
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type