Ownership history in Prosperity Planning, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in AMERICAN CENTY ETF TR (AVUS). 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 | 51,580 | +3,231 | +6.7% | 1.51% | $5.8M | $111.54 |
| 2025 Q3 | ADDED | 48,349 | +2,888 | +6.4% | 1.42% | $5.3M | $108.15 |
| 2025 Q2 | ADDED | 45,461 | +3,734 | +8.9% | 1.32% | $4.6M | $100.06 |
| 2025 Q1 | ADDED | 41,727 | +962 | +2.4% | 1.21% | $3.9M | $91.39 |
| 2024 Q4 | ADDED | 40,765 | +500 | +1.2% | 1.27% | $4.0M | $95.59 |
| 2024 Q3 | ADDED | 40,265 | +6,382 | +18.8% | 1.21% | $3.8M | $93.52 |
| 2024 Q2 | ADDED | 33,883 | +1,911 | +6.0% | 1.04% | $3.1M | $88.34 |
| 2024 Q1 | ADDED | 31,972 | +4 | +0.0% | 0.99% | $2.9M | $87.37 |
| 2023 Q4 | ADDED | 31,968 | +382 | +1.2% | 0.98% | $2.6M | $79.38 |
| 2023 Q3 | ADDED | 31,586 | +597 | +1.9% | 0.97% | $2.3M | $71.01 |
As of 2025 Q4 — sorted by position size