Leading Edge Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Leading Edge Financial Planning LLC
- $398 Billion
- Q3 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 20,726 shares of AVEM stock, worth $1.61 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
20,726
Previous 21,837
5.09%
Holding current value
$1.61 Million
Previous $1.5 Billion
4.01%
% of portfolio
0.39%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
724Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
-
Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
-
Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio