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 114,245 shares of AVEM stock, worth $6.89 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
114,245
Previous 111,394
2.56%
Holding current value
$6.89 Million
Previous $6.46 Million
8.1%
% of portfolio
2.41%
Previous 2.24%
Shares
12 transactions
Others Institutions Holding AVEM
# of Institutions
423Shares Held
86MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$856 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$492 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$187 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$135 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$135 Million5.0% of portfolio