Prosperity Planning, Inc. Purchases and Sells in Q3 2024

Prosperity Planning, Inc.

$309 Million
Q3 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	2.84K + 1.24%	$75.32 - $84.37 $214K - $239K	231K $19.3M
ISTB	8.29K + 1.13%	$47.18 - $48.74 $391K - $404K	745K $36.3M
AVUV	11.2K + 38.58%	$88.24 - $99.7 $985K - $1.11M	40.1K $3.85M
AVDV	4.21K + 2.72%	$62.52 - $71.12 $263K - $299K	159K $11.2M
AVLV	17.2K + 143.25%	$60.05 - $65.83 $1.03M - $1.13M	29.1K $1.92M
GNMA	10K + 4.64%	$42.68 - $45.25 $427K - $453K	226K $10.1M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTK	13.3K New	$19.11 - $20.18 $255K - $269K	13.3K $267K
IBTJ	12K New	$21.22 - $22.22 $255K - $267K	12K $265K
FIVA	7.74K New	$24.2 - $26.83 $187K - $208K	7.74K $205K
SPIP	7.83K New	$25.19 - $26.39 $197K - $207K	7.83K $205K
AMC ENTMT HLDGS INC	42.9K New	N/A	42.9K $0

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	-8.55K - 10.5%	$181.06 - $197.17 $1.55M - $1.69M	72.9K $14.4M
SUB	-2.92K - 9.68%	$104.3 - $106.3 $304K - $310K	27.2K $2.89M
VBR	-6.87K - 10.45%	$179.99 - $201.6 $1.24M - $1.38M	58.8K $11.8M
VTEB	-3.73K - 17.71%	$49.93 - $51.15 $186K - $191K	17.3K $886K
IVLU	-19.3K - 9.84%	$26.43 - $29.86 $509K - $575K	176K $5.21M
VOE	-8.04K - 11.09%	$149.02 - $167.67 $1.2M - $1.35M	64.5K $10.8M

Activity Summary All Purchases 44 New Holdings 5 Increased Positions 39 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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