Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 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 17,980 shares of AVDE stock, worth $1.14 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
17,980
Previous 14,302
25.72%
Holding current value
$1.14 Million
Previous $890,000
35.39%
% of portfolio
0.39%
Previous 0.31%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$364 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$288 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio