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 122,308 shares of AVEM stock, worth $7.32 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

122,308

Previous 119,202 2.61%

Holding current value

$7.32 Million

Previous $7.7 Million 6.62%

% of portfolio

2.38%

Previous 2.49%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$58.59 - $66.14 $181,980 - $205,430	3,106 Added 2.61%	122,308 $7.19 Million
Q3 2024 Oct 07, 2024	BUY	$57.2 - $65.59 $283,540 - $325,129	4,957 Added 4.34%	119,202 $7.7 Million
Q2 2024 Jul 23, 2024	BUY	$56.42 - $62.42 $160,853 - $177,959	2,851 Added 2.56%	114,245 $6.98 Million
Q1 2024 Apr 15, 2024	BUY	$53.02 - $58.54 $445,898 - $492,321	8,410 Added 8.17%	111,394 $6.46 Million
Q4 2023 Feb 05, 2024	BUY	$51.0 - $56.39 $331,959 - $367,042	6,509 Added 6.75%	102,984 $5.81 Million
Q3 2023 Oct 24, 2023	BUY	$52.44 - $57.3 $153,282 - $167,487	2,923 Added 3.12%	96,475 $5.09 Million
Q2 2023 Jul 13, 2023	BUY	$51.46 - $55.92 $358,418 - $389,482	6,965 Added 8.04%	93,552 $5.03 Million
Q1 2023 Apr 13, 2023	BUY	$50.27 - $56.2 $739,471 - $826,702	14,710 Added 20.47%	86,587 $4.58 Million
Q3 2022 Oct 12, 2022	BUY	$45.9 - $53.37 $1.19 Million - $1.38 Million	25,917 Added 56.39%	71,877 $3.3 Million
Q4 2021 Jan 21, 2022	BUY	$60.96 - $66.61 $381,487 - $416,845	6,258 Added 15.76%	45,960 $2.91 Million
Q3 2021 Oct 08, 2021	BUY	$63.1 - $69.23 $174,850 - $191,836	2,771 Added 7.5%	39,702 $2.56 Million
Q2 2021 Jul 13, 2021	BUY	$65.38 - $70.46 $236,937 - $255,347	3,624 Added 10.88%	36,931 $2.57 Million
Q1 2021 Apr 12, 2021	BUY	$62.28 - $69.33 $170,211 - $189,478	2,733 Added 8.94%	33,307 $2.19 Million
Q4 2020 Feb 01, 2021	BUY	$51.7 - $61.88 $1.58 Million - $1.89 Million	30,574 New	30,574 $1.89 Million

Others Institutions Holding AVEM

# of Institutions

477

Shares Held

101M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Prosperity Planning, Inc. American Centy ETF Tr Avantis Transaction History