Prosperity Planning, Inc. AVLC Holdings History
Prosperity Planning, Inc.'s Avantis U.S. Large Cap Equity ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 111,024.00 shares of Avantis U.S. Large Cap Equity ETF(AVLC), totaling $7.89 Mil. This investment constitutes 2.28% of their stock portfolio, and Prosperity Planning, Inc. now holds 1.2% of the outstanding Avantis U.S. Large Cap Equity ETF(AVLC) stock.
The initial trade took place in 2024Q2. And since then Prosperity Planning, Inc. has made 5 purchases of AVLC, at an average price of $65.31, for a total of 111,024.00 shares. Based on historical transaction data and AVLC's current price of $72.34, Prosperity Planning, Inc.'s estimated gain on his AVLC holdings is $781,011.42, reflecting a 10.77% gain to date.
Prosperity Planning, Inc. AVLC ($72.34) Holding Chart
Prosperity Planning, Inc. AVLC ($72.34) 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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