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 $688,283. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,681
Previous 8,845
20.76%
Holding current value
$688,283
Previous $593 Million
10.56%
% of portfolio
0.22%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
379Shares Held
74.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$294 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio