Leading Edge Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Leading Edge Financial Planning LLC
- $226 Billion
- Q1 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 186,356 shares of AVLV stock, worth $11.7 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
186,356
Previous 156,732
18.9%
Holding current value
$11.7 Million
Previous $9.05 Billion
32.28%
% of portfolio
5.3%
Previous 4.7%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$393 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$123 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$110 Million3.52% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$85.3 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$84.7 Million0.09% of portfolio