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

Prosperity Planning, Inc.

$351 Million
Q3 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 53,442 shares of AVIV stock, worth $3.7 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

53,442

Previous 51,656 3.46%

Holding current value

$3.7 Million

Previous $3.22 Million 12.1%

% of portfolio

1.03%

Previous 0.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$61.83 - $67.44 $110,428 - $120,447	1,786 Added 3.46%	53,442 $3.6 Million
Q2 2025 Jul 11, 2025	BUY	$50.27 - $62.84 $279,903 - $349,893	5,568 Added 12.08%	51,656 $3.22 Million
Q1 2025 Apr 10, 2025	BUY	$51.51 - $58.54 $585,411 - $665,307	11,365 Added 32.73%	46,088 $2.63 Million
Q4 2024 Jan 16, 2025	BUY	$51.24 - $55.81 $711,159 - $774,586	13,879 Added 66.59%	34,723 $1.8 Million
Q3 2024 Oct 07, 2024	BUY	$50.37 - $56.43 $622,976 - $697,926	12,368 Added 145.92%	20,844 $1.17 Million
Q2 2024 Jul 23, 2024	BUY	$52.26 - $55.37 $442,955 - $469,316	8,476 New	8,476 $444,000

Others Institutions Holding AVIV

# of Institutions

156

Shares Held

11.7M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

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