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 $4.02 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

40,265

Previous 33,883 18.84%

Holding current value

$4.02 Million

Previous $3.06 Million 25.4%

% of portfolio

1.24%

Previous 1.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$86.27 - $95.15 $550,575 - $607,247	6,382 Added 18.84%	40,265 $3.83 Million
Q2 2024 Jul 23, 2024	BUY	$84.59 - $90.63 $161,651 - $173,193	1,911 Added 5.98%	33,883 $3.06 Million
Q1 2024 Apr 15, 2024	BUY	$79.93 - $89.5 $319 - $358	4 Added 0.01%	31,972 $2.86 Million
Q4 2023 Feb 05, 2024	BUY	$69.78 - $82.0 $26,655 - $31,324	382 Added 1.21%	31,968 $2.61 Million
Q3 2023 Oct 24, 2023	BUY	$72.72 - $78.49 $43,413 - $46,858	597 Added 1.93%	31,586 $2.31 Million
Q2 2023 Jul 13, 2023	BUY	$68.92 - $75.19 $141,975 - $154,891	2,060 Added 7.12%	30,989 $2.33 Million
Q1 2023 Apr 13, 2023	BUY	$67.42 - $74.29 $79,151 - $87,216	1,174 Added 4.23%	28,929 $2.05 Million
Q3 2022 Oct 12, 2022	BUY	$62.35 - $74.13 $795,211 - $945,454	12,754 Added 85.02%	27,755 $1.73 Million
Q4 2021 Jan 21, 2022	BUY	$73.89 - $80.63 $250,708 - $273,577	3,393 Added 29.23%	15,001 $1.2 Million
Q3 2021 Oct 08, 2021	BUY	$72.07 - $77.19 $96,285 - $103,125	1,336 Added 13.01%	11,608 $856,000
Q2 2021 Jul 13, 2021	BUY	$70.19 - $74.23 $133,992 - $141,705	1,909 Added 22.83%	10,272 $762,000
Q1 2021 Apr 12, 2021	BUY	$62.2 - $70.27 $42,607 - $48,134	685 Added 8.92%	8,363 $580,000
Q4 2020 Feb 01, 2021	BUY	$53.45 - $63.0 $410,389 - $483,714	7,678 New	7,678 $484,000

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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