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 21,475 shares of AVEM stock, worth $1.67 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

21,475

Previous 20,726 3.61%

Holding current value

$1.67 Million

Previous $1.56 Billion 6.25%

% of portfolio

0.38%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$73.09 - $78.36 $54,744 - $58,691	749 Added 3.61%	21,475 $1.65 Billion
Q3 2025 Nov 12, 2025	SELL	$68.33 - $75.41 $75,914 - $83,780	-1,111 Reduced 5.09%	20,726 $1.56 Billion
Q2 2025 Jul 15, 2025	SELL	$53.08 - $68.54 $19,639 - $25,359	-370 Reduced 1.67%	21,837 $1.5 Billion
Q1 2025 Apr 23, 2025	SELL	$57.11 - $62.4 $48,315 - $52,790	-846 Reduced 3.67%	22,207 $1.34 Billion
Q4 2024 Jan 24, 2025	BUY	$58.59 - $66.14 $71,596 - $80,823	1,222 Added 5.6%	23,053 $1.36 Billion

Q3 2024 Oct 23, 2024	BUY	$57.2 - $65.59 $57,200 - $65,590	1,000 Added 4.8%	21,831 $1.41 Billion
Q2 2024 Aug 01, 2024	BUY	$56.42 - $62.42 $1.18 Million - $1.3 Million	20,831 New	20,831 $1.27 Billion

Others Institutions Holding AVEM

# of Institutions

769

Shares Held

174M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Leading Edge Financial Planning LLC American Centy ETF Tr Avantis Transaction History