Prosperity Planning, Inc. AVMV Holdings History
Prosperity Planning, Inc.'s Avantis U.S. Mid Cap Value ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 109,373.00 shares of Avantis U.S. Mid Cap Value ETF(AVMV), totaling $7.15 Mil. This investment constitutes 2.06% of their stock portfolio, and Prosperity Planning, Inc. now holds 3.44% of the outstanding Avantis U.S. Mid Cap Value ETF(AVMV) stock.
The initial trade took place in 2024Q2. And since then Prosperity Planning, Inc. has made 5 purchases of AVMV, at an average price of $62.99, for a total of 109,373.00 shares. Based on historical transaction data and AVMV's current price of $67.30, Prosperity Planning, Inc.'s estimated gain on his AVMV holdings is $471,541.19, reflecting a 6.84% gain to date.
Prosperity Planning, Inc. AVMV ($67.30) Holding Chart
Prosperity Planning, Inc. AVMV ($67.30) 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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