Leading Edge Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Leading Edge Financial Planning LLC
- $305 Billion
- Q4 2024
A detailed history of Leading Edge Financial Planning LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 10,681 shares of AVDE stock, worth $700,673. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,681
Previous 8,845
20.76%
Holding current value
$700,673
Previous $593 Million
10.56%
% of portfolio
0.22%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
428Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$324 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$299 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$174 Million17.59% of portfolio