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 %

Top Ranked Articles

  • 1