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 56,888 shares of AVLV stock, worth $3.57 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
56,888
Previous 44,918 26.65%
Holding current value
$3.57 Million
Previous $3 Million 22.71%
% of portfolio
1.2%
Previous 0.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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