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

Prosperity Planning, Inc.

$357 Million
Q4 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 137,998 shares of AVEM stock, worth $10.7 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

137,998

Previous 138,088 0.07%

Holding current value

$10.7 Million

Previous $10.4 Million 3.22%

% of portfolio

3.0%

Previous 2.95%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$73.09 - $78.36 $6,578 - $7,052	-90 Reduced 0.07%	137,998 $10.7 Million
Q3 2025 Oct 09, 2025	BUY	$68.33 - $75.41 $16,262 - $17,947	238 Added 0.17%	138,088 $10.4 Million
Q2 2025 Jul 11, 2025	BUY	$53.08 - $68.54 $335,359 - $433,035	6,318 Added 4.8%	137,850 $9.45 Million
Q1 2025 Apr 10, 2025	BUY	$57.11 - $62.4 $526,782 - $575,577	9,224 Added 7.54%	131,532 $7.94 Million
Q4 2024 Jan 16, 2025	BUY	$58.59 - $66.14 $181,980 - $205,430	3,106 Added 2.61%	122,308 $7.19 Million

Q3 2024 Oct 07, 2024	BUY	$57.2 - $65.59 $283,540 - $325,129	4,957 Added 4.34%	119,202 $7.7 Million
Q2 2024 Jul 23, 2024	BUY	$56.42 - $62.42 $160,853 - $177,959	2,851 Added 2.56%	114,245 $6.98 Million
Q1 2024 Apr 15, 2024	BUY	$53.02 - $58.54 $445,898 - $492,321	8,410 Added 8.17%	111,394 $6.46 Million
Q4 2023 Feb 05, 2024	BUY	$51.0 - $56.39 $331,959 - $367,042	6,509 Added 6.75%	102,984 $5.81 Million
Q3 2023 Oct 24, 2023	BUY	$52.44 - $57.3 $153,282 - $167,487	2,923 Added 3.12%	96,475 $5.09 Million
Q2 2023 Jul 13, 2023	BUY	$51.46 - $55.92 $358,418 - $389,482	6,965 Added 8.04%	93,552 $5.03 Million
Q1 2023 Apr 13, 2023	BUY	$50.27 - $56.2 $739,471 - $826,702	14,710 Added 20.47%	86,587 $4.58 Million
Q3 2022 Oct 12, 2022	BUY	$45.9 - $53.37 $1.19 Million - $1.38 Million	25,917 Added 56.39%	71,877 $3.3 Million
Q4 2021 Jan 21, 2022	BUY	$60.96 - $66.61 $381,487 - $416,845	6,258 Added 15.76%	45,960 $2.91 Million
Q3 2021 Oct 08, 2021	BUY	$63.1 - $69.23 $174,850 - $191,836	2,771 Added 7.5%	39,702 $2.56 Million
Q2 2021 Jul 13, 2021	BUY	$65.38 - $70.46 $236,937 - $255,347	3,624 Added 10.88%	36,931 $2.57 Million
Q1 2021 Apr 12, 2021	BUY	$62.28 - $69.33 $170,211 - $189,478	2,733 Added 8.94%	33,307 $2.19 Million
Q4 2020 Feb 01, 2021	BUY	$51.7 - $61.88 $1.58 Million - $1.89 Million	30,574 New	30,574 $1.89 Million

Others Institutions Holding AVEM

# of Institutions

740

Shares Held

171M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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