Leading Edge Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Leading Edge Financial Planning LLC
- $360 Billion
- Q2 2025
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 126,027 shares of AVRE stock, worth $5.61 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
126,027
Previous 104,118
21.04%
Holding current value
$5.61 Million
Previous $4.48 Billion
24.28%
% of portfolio
1.55%
Previous 1.4%
Shares
5 transactions
Others Institutions Holding AVRE
# of Institutions
142Shares Held
11.9MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.2MShares$53.5 Million0.76% of portfolio
-
Ccm Investment Group, LLC Northfield, MN1.2MShares$53.4 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO769KShares$34.2 Million4.54% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA363KShares$16.1 Million3.44% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.338KShares$15 Million4.5% of portfolio