Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History
Prosperity Planning, Inc.
- $351 Million
- Q3 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 48,349 shares of AVUS stock, worth $5.27 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
48,349
Previous 45,461
6.35%
Holding current value
$5.27 Million
Previous $4.58 Million
14.66%
% of portfolio
1.5%
Previous 1.39%
Shares
17 transactions
Others Institutions Holding AVUS
# of Institutions
522Shares Held
78MCall 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, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio