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

Prosperity Planning, Inc.

$307 Million
Q1 2025

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 23,041 shares of AVDE stock, worth $1.68 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

23,041

Previous 21,551 6.91%

Holding current value

$1.68 Million

Previous $1.32 Million 16.49%

% of portfolio

0.5%

Previous 0.44%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$60.63 - $68.55 $90,338 - $102,139	1,490 Added 6.91%	23,041 $1.54 Million
Q4 2024 Jan 16, 2025	BUY	$60.9 - $66.69 $217,473 - $238,149	3,571 Added 19.86%	21,551 $1.32 Million
Q3 2024 Oct 07, 2024	BUY	$60.09 - $67.67 $221,011 - $248,890	3,678 Added 25.72%	17,980 $1.21 Million
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

458

Shares Held

80.9M

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