Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History
Prosperity Planning, Inc.
- $302 Million
- Q4 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 21,551 shares of AVDE stock, worth $1.38 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
21,551
Previous 17,980
19.86%
Holding current value
$1.38 Million
Previous $1.21 Million
9.71%
% of portfolio
0.44%
Previous 0.39%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
370Shares Held
68MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$154 Million0.24% of portfolio