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 244,838 shares of AVLV stock, worth $17 Million. This represents 5.36% of its overall portfolio holdings.
Number of Shares
244,838
Previous 238,104
2.83%
Holding current value
$17 Million
Previous $15.7 Billion
4.3%
% of portfolio
5.36%
Previous 5.25%
Shares
6 transactions
Others Institutions Holding AVLV
# of Institutions
306Shares Held
59MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$536 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$112 Million0.09% of portfolio