Leading Edge Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Leading Edge Financial Planning LLC
- $299 Billion
- Q3 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 21,831 shares of AVEM stock, worth $1.3 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
21,831
Previous 20,831
4.8%
Holding current value
$1.3 Million
Previous $1.27 Billion
10.82%
% of portfolio
0.47%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$914 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$819 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$151 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio