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 40,265 shares of AVUS stock, worth $3.93 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
40,265
Previous 33,883
18.84%
Holding current value
$3.93 Million
Previous $3.06 Million
25.4%
% of portfolio
1.24%
Previous 1.05%
Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$331 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$303 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$296 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$166 Million0.05% of portfolio