Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History
Prosperity Planning, Inc.
- $330 Million
- Q2 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 45,461 shares of AVUS stock, worth $4.96 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
45,461
Previous 41,727
8.95%
Holding current value
$4.96 Million
Previous $3.83 Million
19.66%
% of portfolio
1.39%
Previous 1.25%
Shares
16 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$408 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$379 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$282 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio