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 56,055 shares of AVRE stock, worth $2.36 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
56,055
Previous 27,471
104.05%
Holding current value
$2.36 Million
Previous $1.13 Billion
133.36%
% of portfolio
0.89%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding AVRE
# of Institutions
116Shares Held
9.04MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.07MShares$45 Million0.82% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$30.8 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA386KShares$16.3 Million4.42% of portfolio
-
Physician Wealth Solutions Inc. North Las Vegas, NV311KShares$13.1 Million7.07% of portfolio
-
Merriman Wealth Management, LLC282KShares$11.9 Million0.56% of portfolio