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 40,765 shares of AVUS stock, worth $4.1 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

40,765

Previous 40,265 1.24%

Holding current value

$4.1 Million

Previous $3.83 Million 3.13%

% of portfolio

1.31%

Previous 1.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$94.36 - $102.06 $47,180 - $51,030	500 Added 1.24%	40,765 $3.95 Million
Q3 2024 Oct 07, 2024	BUY	$86.27 - $95.15 $550,575 - $607,247	6,382 Added 18.84%	40,265 $3.83 Million
Q2 2024 Jul 23, 2024	BUY	$84.59 - $90.63 $161,651 - $173,193	1,911 Added 5.98%	33,883 $3.06 Million
Q1 2024 Apr 15, 2024	BUY	$79.93 - $89.5 $319 - $358	4 Added 0.01%	31,972 $2.86 Million
Q4 2023 Feb 05, 2024	BUY	$69.78 - $82.0 $26,655 - $31,324	382 Added 1.21%	31,968 $2.61 Million
Q3 2023 Oct 24, 2023	BUY	$72.72 - $78.49 $43,413 - $46,858	597 Added 1.93%	31,586 $2.31 Million
Q2 2023 Jul 13, 2023	BUY	$68.92 - $75.19 $141,975 - $154,891	2,060 Added 7.12%	30,989 $2.33 Million
Q1 2023 Apr 13, 2023	BUY	$67.42 - $74.29 $79,151 - $87,216	1,174 Added 4.23%	28,929 $2.05 Million
Q3 2022 Oct 12, 2022	BUY	$62.35 - $74.13 $795,211 - $945,454	12,754 Added 85.02%	27,755 $1.73 Million
Q4 2021 Jan 21, 2022	BUY	$73.89 - $80.63 $250,708 - $273,577	3,393 Added 29.23%	15,001 $1.2 Million
Q3 2021 Oct 08, 2021	BUY	$72.07 - $77.19 $96,285 - $103,125	1,336 Added 13.01%	11,608 $856,000
Q2 2021 Jul 13, 2021	BUY	$70.19 - $74.23 $133,992 - $141,705	1,909 Added 22.83%	10,272 $762,000
Q1 2021 Apr 12, 2021	BUY	$62.2 - $70.27 $42,607 - $48,134	685 Added 8.92%	8,363 $580,000
Q4 2020 Feb 01, 2021	BUY	$53.45 - $63.0 $410,389 - $483,714	7,678 New	7,678 $484,000

Others Institutions Holding AVUS

# of Institutions

409

Shares Held

64.6M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Account

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