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 19,652 shares of AVUV stock, worth $1.92 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
19,652
Previous 19,128
2.74%
Holding current value
$1.92 Million
Previous $1.9 Billion
5.27%
% of portfolio
0.46%
Previous 0.48%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
989Shares Held
136MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio