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 75,652 shares of AVLV stock, worth $5.5 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

75,652

Previous 66,926 13.04%

Holding current value

$5.5 Million

Previous $4.57 Million 19.74%

% of portfolio

1.56%

Previous 1.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$68.33 - $72.69 $596,247 - $634,292	8,726 Added 13.04%	75,652 $5.47 Million
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

420

Shares Held

109M

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