AMERICAN CENTY ETF TR

Ticker: AVDV CUSIP: 025072802 Class: INTL SMCP VLU

Prosperity Planning, Inc.'s Holding History (CIK: 0001843292)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 178,871 Value ($000) $16,808 Avg Close — Range —
Q3 2025
Shares 178,679 Value ($000) $15,908 Avg Close — Range —
Q2 2025
Shares 182,237 Value ($000) $14,448 Avg Close — Range —
Q1 2025
Shares 177,569 Value ($000) $12,384 Avg Close — Range —
Q4 2024
Shares 165,137 Value ($000) $10,747 Avg Close — Range —
Q3 2024
Shares 158,840 Value ($000) $11,225 Avg Close — Range —
Q2 2024
Shares 154,632 Value ($000) $10,043 Avg Close — Range —
Q1 2024
Shares 153,602 Value ($000) $10,116 Avg Close — Range —
Q4 2023
Shares 142,434 Value ($000) $8,901 Avg Close — Range —
Q3 2023
Shares 132,702 Value ($000) $7,677 Avg Close — Range —
Q2 2023
Shares 124,585 Value ($000) $7,171 Avg Close — Range —
Q1 2023
Shares 117,304 Value ($000) $6,860 Avg Close — Range —
Q4 2022
Shares 107,518 Value ($000) $6,277 Avg Close — Range —
Q3 2022
Shares 107,518 Value ($000) $5,107 Avg Close — Range —
Q2 2022
Shares 76,238 Value ($000) $5,539 Avg Close — Range —
Q1 2022
Shares 76,238 Value ($000) $5,731 Avg Close — Range —
Q4 2021
Shares 76,238 Value ($000) $4,921 Avg Close — Range —
Q3 2021
Shares 66,603 Value ($000) $4,303 Avg Close — Range —
Q2 2021
Shares 68,150 Value ($000) $4,411 Avg Close — Range —
Q1 2021
Shares 60,483 Value ($000) $3,762 Avg Close — Range —
Q4 2020
Shares 56,292 Value ($000) $3,215 Avg Close — Range —