Leading Edge Financial Planning LLC TORTOISE CAPITAL SERIES TRUS Transaction History

Leading Edge Financial Planning LLC

  • $398 Billion
  • Q3 2025
Number of Shares
9,226
Previous 9,273 0.51%
Holding current value
$336 Million
Previous $331 Million 1.5%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-47 Reduced 0.51%
9,226 $336 Million
Q2 2025

Jul 15, 2025
BUY
N/A
9,273 New
9,273 $331 Million
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email