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 $1.17 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

17,980

Previous 14,302 25.72%

Holding current value

$1.17 Million

Previous $890,000 35.39%

% of portfolio

0.39%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

350

Shares Held

69.7M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Account

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