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 44,918 shares of AVLV stock, worth $3.1 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
44,918
Previous 29,149
54.1%
Holding current value
$3.1 Million
Previous $1.92 Million
56.36%
% of portfolio
0.99%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
316Shares Held
61.3MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$111 Million0.09% of portfolio