Leading Edge Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Leading Edge Financial Planning LLC
- $439 Billion
- Q4 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 3,067 shares of AVDV stock, worth $276,612. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,067
Previous 2,670
14.87%
Holding current value
$276,612
Previous $238 Million
21.24%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
556Shares Held
117MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio