Ownership history in Prosperity Planning, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in AMERICAN CENTY ETF TR (AVMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 132,687 | +10,157 | +8.3% | 2.47% | $9.4M | $71.03 |
| 2025 Q3 | ADDED | 122,530 | +13,157 | +12.0% | 2.28% | $8.4M | $68.49 |
| 2025 Q2 | ADDED | 109,373 | +18,672 | +20.6% | 2.06% | $7.2M | $64.84 |
| 2025 Q1 | ADDED | 90,701 | +21,488 | +31.0% | 1.74% | $5.6M | $60.73 |
| 2024 Q4 | ADDED | 69,213 | +21,196 | +44.1% | 1.45% | $4.5M | $64.30 |
| 2024 Q3 | ADDED | 48,017 | +27,013 | +128.6% | 0.98% | $3.1M | $63.02 |
| 2024 Q2 | INITIATED | 21,004 | — | — | 0.43% | $1.3M | — |
As of 2025 Q4 — sorted by position size