Prosperity Planning, Inc. AVLV Holdings History
Prosperity Planning, Inc.'s Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 66,926.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $4.57 Mil. This investment constitutes 1.32% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.06% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q2. And since then Prosperity Planning, Inc. has made 5 purchases of AVLV, at an average price of $65.37, for a total of 66,926.00 shares. Based on historical transaction data and AVLV's current price of $69.88, Prosperity Planning, Inc.'s estimated gain on his AVLV holdings is $301,196.64, reflecting a 6.88% gain to date.
Prosperity Planning, Inc. AVLV ($69.88) Holding Chart
Prosperity Planning, Inc. AVLV ($69.88) 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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