Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History

Prosperity Planning, Inc.

$290 Million
Q2 2024

A detailed history of Prosperity Planning, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Prosperity Planning, Inc. holds 14,302 shares of AVDE stock, worth $910,751. This represents 0.31% of its overall portfolio holdings.

Number of Shares

14,302

Previous 12,944 10.49%

Holding current value

$910,751

Previous $825,000 7.88%

% of portfolio

0.31%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$61.17 - $65.29 $83,068 - $88,663	1,358 Added 10.49%	14,302 $890,000
Q1 2024 Apr 15, 2024	BUY	$58.3 - $63.83 $23,669 - $25,914	406 Added 3.24%	12,944 $825,000
Q4 2023 Feb 05, 2024	BUY	$52.98 - $60.62 $70,145 - $80,260	1,324 Added 11.81%	12,538 $757,000
Q3 2023 Oct 24, 2023	BUY	$55.54 - $59.61 $2,054 - $2,205	37 Added 0.33%	11,214 $624,000
Q2 2023 Jul 13, 2023	BUY	$55.68 - $59.23 $32,461 - $34,531	583 Added 5.5%	11,177 $641,000
Q1 2023 Apr 13, 2023	SELL	$53.37 - $58.39 $90,622 - $99,146	-1,698 Reduced 13.81%	10,594 $604,000
Q3 2022 Oct 12, 2022	BUY	$45.36 - $54.56 $189,151 - $227,515	4,170 Added 51.34%	12,292 $561,000
Q4 2021 Jan 21, 2022	BUY	$60.93 - $65.74 $218,434 - $235,677	3,585 Added 79.02%	8,122 $515,000
Q3 2021 Oct 08, 2021	BUY	$61.06 - $65.7 $277,029 - $298,080	4,537 New	4,537 $284,000

Others Institutions Holding AVDE

# of Institutions

343

Shares Held

66.3M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History