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 33,883 shares of AVUS stock, worth $3.08 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
33,883
Previous 31,972
5.98%
Holding current value
$3.08 Million
Previous $2.86 Million
6.78%
% of portfolio
1.05%
Previous 0.99%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
380Shares Held
75.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.3 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$277 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$266 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$247 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio