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

Prosperity Planning, Inc.

$330 Million
Q2 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 66,926 shares of AVLV stock, worth $4.86 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

66,926

Previous 56,888 17.65%

Holding current value

$4.86 Million

Previous $3.68 Million 24.05%

% of portfolio

1.38%

Previous 1.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$56.85 - $68.21 $570,660 - $684,691	10,038 Added 17.65%	66,926 $4.57 Million
Q1 2025 Apr 10, 2025	BUY	$63.51 - $70.42 $760,214 - $842,927	11,970 Added 26.65%	56,888 $3.68 Million
Q4 2024 Jan 16, 2025	BUY	$65.51 - $71.22 $1.03 Million - $1.12 Million	15,769 Added 54.1%	44,918 $3 Million
Q3 2024 Oct 07, 2024	BUY	$60.05 - $65.83 $1.03 Million - $1.13 Million	17,166 Added 143.25%	29,149 $1.92 Million
Q2 2024 Jul 23, 2024	BUY	$60.74 - $64.14 $727,847 - $768,589	11,983 New	11,983 $753,000

Others Institutions Holding AVLV

# of Institutions

389

Shares Held

107M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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