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 238,104 shares of AVLV stock, worth $15.7 Million. This represents 5.25% of its overall portfolio holdings.
Number of Shares
238,104
Previous 203,730
16.87%
Holding current value
$15.7 Million
Previous $12.8 Billion
22.43%
% of portfolio
5.25%
Previous 5.14%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
271Shares Held
53.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$508 Million1.14% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
-
Comerica Bank1.67MShares$110 Million0.44% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.67MShares$110 Million1.58% of portfolio