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 238,104 shares of AVLV stock, worth $15.9 Million. This represents 5.25% of its overall portfolio holdings.
Number of Shares
238,104
Previous 203,730
16.87%
Holding current value
$15.9 Million
Previous $12.8 Billion
22.43%
% of portfolio
5.25%
Previous 5.14%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio