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 119,202 shares of AVEM stock, worth $7.17 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
119,202
Previous 114,245
4.34%
Holding current value
$7.17 Million
Previous $6.98 Million
10.33%
% of portfolio
2.49%
Previous 2.41%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$926 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$830 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$262 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$153 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio