Prosperity Planning, Inc. AVEM Holdings History
Number of Shares
137,850.00
Current Holdings Value*
$9.45 Mil
% of Portfolio
2.73%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
19.78%
Prosperity Planning, Inc.'s Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 137,850.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $9.45 Mil. This investment constitutes 2.73% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.09% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2021Q3. And since then Prosperity Planning, Inc. has made 13 purchases of AVEM, at an average price of $58.75, for a total of 137,850.00 shares. Based on historical transaction data and AVEM's current price of $70.37, Prosperity Planning, Inc.'s estimated gain on his AVEM holdings is $1.60 Mil, reflecting a 19.78% gain to date.
Prosperity Planning, Inc. AVEM ($70.37) Holding Chart
Prosperity Planning, Inc. AVEM ($70.37) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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