Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
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 29,149 shares of AVLV stock, worth $1.95 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
29,149
Previous 11,983
143.25%
Holding current value
$1.95 Million
Previous $753,000
154.71%
% of portfolio
0.62%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio