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

Prosperity Planning, Inc.

$290 Million
Q2 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 11,983 shares of AVLV stock, worth $745,941. This represents 0.26% of its overall portfolio holdings.

Number of Shares

11,983

Holding current value

$745,941

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

255

Shares Held

49.8M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.97M
Shares

$434 Million
1.09% of portfolio
Merriman Wealth Management, LLC

1.97M
Shares

$123 Million
5.62% of portfolio
Northwestern Mutual Wealth Management CO

1.93M
Shares

$120 Million
0.12% of portfolio
Pure Financial Advisors, LLC

1.72M
Shares

$107 Million
3.07% of portfolio
Comerica Bank

1.67M
Shares

$104 Million
0.44% of portfolio

View Full List

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