Leading Edge Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Leading Edge Financial Planning LLC
- $320 Billion
- Q1 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 104,118 shares of AVRE stock, worth $4.44 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
104,118
Previous 80,336
29.6%
Holding current value
$4.44 Million
Previous $3.37 Billion
32.97%
% of portfolio
1.4%
Previous 1.1%
Shares
4 transactions
Others Institutions Holding AVRE
# of Institutions
131Shares Held
10.2MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$50.6 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$32.5 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA366KShares$15.6 Million3.76% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.6 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.331KShares$14.1 Million4.84% of portfolio