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 14,083 shares of AVUV stock, worth $1.33 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
14,083
Previous 13,355
5.45%
Holding current value
$1.33 Million
Previous $1.2 Billion
12.77%
% of portfolio
0.45%
Previous 0.48%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
708Shares Held
91.5MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio