Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History
Prosperity Planning, Inc.
- $307 Million
- Q1 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 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
Others Institutions Holding AVLV
# of Institutions
361Shares Held
67.6MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$622 Million1.32% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$124 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$120 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$118 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$111 Million0.1% of portfolio