Leading Edge Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Leading Edge Financial Planning LLC
- $299 Billion
- Q3 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 14,083 shares of AVUV stock, worth $1.42 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
14,083
Previous 13,355
5.45%
Holding current value
$1.42 Million
Previous $1.2 Billion
12.77%
% of portfolio
0.45%
Previous 0.48%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
752Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$622 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$389 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$362 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$318 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$273 Million15.21% of portfolio