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 23,053 shares of AVEM stock, worth $1.38 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
23,053
Previous 21,831
5.6%
Holding current value
$1.38 Million
Previous $1.41 Billion
3.9%
% of portfolio
0.44%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
484Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$991 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$826 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$261 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio