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 46,088 shares of AVIV stock, worth $2.63 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
46,088
Previous 34,723 32.73%
Holding current value
$2.63 Million
Previous $1.8 Million 46.0%
% of portfolio
0.86%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

BUY
$51.51 - $58.54 $585,411 - $665,307
11,365 Added 32.73%
46,088 $2.63 Million
Q4 2024

Jan 16, 2025

BUY
$51.24 - $55.81 $711,159 - $774,586
13,879 Added 66.59%
34,723 $1.8 Million
Q3 2024

Oct 07, 2024

BUY
$50.37 - $56.43 $622,976 - $697,926
12,368 Added 145.92%
20,844 $1.17 Million
Q2 2024

Jul 23, 2024

BUY
$52.26 - $55.37 $442,955 - $469,316
8,476 New
8,476 $444,000

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
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