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 20,153 shares of AVUV stock, worth $1.95 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
20,153
Previous 15,386
30.98%
Holding current value
$1.95 Million
Previous $1.34 Billion
36.89%
% of portfolio
0.51%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
913Shares Held
128MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.41 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$472 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$267 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$265 Million0.02% of portfolio