Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History
Prosperity Planning, Inc.
- $357 Million
- Q4 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 51,580 shares of AVUS stock, worth $5.63 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
51,580
Previous 48,349
6.68%
Holding current value
$5.63 Million
Previous $5.26 Million
7.06%
% of portfolio
1.57%
Previous 1.5%
Shares
18 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78.8MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA2.91MShares$317 Million39.27% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio