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 177,569 shares of AVDV stock, worth $13.8 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares

177,569

Previous 165,137 7.53%

Holding current value

$13.8 Million

Previous $10.7 Million 16.41%

% of portfolio

4.07%

Previous 3.56%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$63.74 - $71.96 $792,415 - $894,606	12,432 Added 7.53%	177,569 $12.5 Million
Q4 2024 Jan 16, 2025	BUY	$63.85 - $70.4 $402,063 - $443,308	6,297 Added 3.96%	165,137 $10.7 Million
Q3 2024 Oct 07, 2024	BUY	$62.52 - $71.12 $263,084 - $299,272	4,208 Added 2.72%	158,840 $11.2 Million
Q2 2024 Jul 23, 2024	BUY	$63.81 - $68.36 $65,724 - $70,410	1,030 Added 0.67%	154,632 $10 Million
Q1 2024 Apr 15, 2024	BUY	$59.95 - $65.89 $669,521 - $735,859	11,168 Added 7.84%	153,602 $10.1 Million
Q4 2023 Feb 05, 2024	BUY	$54.34 - $62.7 $528,836 - $610,196	9,732 Added 7.33%	142,434 $8.9 Million
Q3 2023 Oct 24, 2023	BUY	$56.69 - $60.91 $460,152 - $494,406	8,117 Added 6.52%	132,702 $7.68 Million
Q2 2023 Jul 13, 2023	BUY	$56.07 - $60.13 $408,245 - $437,806	7,281 Added 6.21%	124,585 $7.17 Million
Q1 2023 Apr 13, 2023	BUY	$55.2 - $60.58 $540,187 - $592,835	9,786 Added 9.1%	117,304 $6.86 Million
Q3 2022 Oct 12, 2022	BUY	$47.02 - $57.29 $1.47 Million - $1.79 Million	31,280 Added 41.03%	107,518 $5.11 Million
Q4 2021 Jan 21, 2022	BUY	$61.47 - $67.38 $592,263 - $649,206	9,635 Added 14.47%	76,238 $4.92 Million
Q3 2021 Oct 08, 2021	SELL	$62.22 - $67.58 $96,254 - $104,546	-1,547 Reduced 2.27%	66,603 $4.3 Million
Q2 2021 Jul 13, 2021	BUY	$63.07 - $67.81 $483,557 - $519,899	7,667 Added 12.68%	68,150 $4.41 Million
Q1 2021 Apr 12, 2021	BUY	$56.74 - $63.41 $237,797 - $265,751	4,191 Added 7.45%	60,483 $3.76 Million
Q4 2020 Feb 01, 2021	BUY	$45.82 - $57.32 $2.58 Million - $3.23 Million	56,292 New	56,292 $3.22 Million

Others Institutions Holding AVDV

# of Institutions

461

Shares Held

91M

Call Options Held

300

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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