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 80,336 shares of AVRE stock, worth $3.49 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
80,336
Previous 56,055
43.32%
Holding current value
$3.49 Million
Previous $2.64 Billion
27.45%
% of portfolio
1.1%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
124Shares Held
9.73MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$51.6 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$33.2 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.9 Million3.15% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.9 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$14 Million4.63% of portfolio