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 151,479 shares of AVRE stock, worth $6.67 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
151,479
Previous 126,027
20.2%
Holding current value
$6.67 Million
Previous $5.57 Billion
21.07%
% of portfolio
1.69%
Previous 1.55%
Shares
6 transactions
Others Institutions Holding AVRE
# of Institutions
149Shares Held
12.3MCall Options Held
0Put Options Held
0-
Ccm Investment Group, LLC Northfield, MN1.2MShares$52.9 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO741KShares$32.7 Million4.02% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO635KShares$27.9 Million0.34% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI479KShares$21.1 Million1.7% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA385KShares$17 Million3.27% of portfolio