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

Leading Edge Financial Planning LLC

$320 Billion
Q1 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 258,280 shares of AVLV stock, worth $15.8 Million. This represents 5.26% of its overall portfolio holdings.

Number of Shares

258,280

Previous 244,838 5.49%

Holding current value

$15.8 Million

Previous $16.3 Billion 3.03%

% of portfolio

5.26%

Previous 5.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$63.51 - $70.42 $853,701 - $946,585	13,442 Added 5.49%	258,280 $16.8 Billion
Q4 2024 Jan 24, 2025	BUY	$65.51 - $71.22 $441,144 - $479,595	6,734 Added 2.83%	244,838 $16.3 Billion
Q3 2024 Oct 23, 2024	BUY	$60.05 - $65.83 $2.06 Million - $2.26 Million	34,374 Added 16.87%	238,104 $15.7 Billion
Q2 2024 Aug 01, 2024	BUY	$60.74 - $64.14 $1.06 Million - $1.11 Million	17,374 Added 9.32%	203,730 $12.8 Billion
Q1 2024 May 03, 2024	BUY	$56.46 - $64.26 $1.67 Million - $1.9 Million	29,624 Added 18.9%	186,356 $12 Billion
Q4 2023 Feb 13, 2024	BUY	$49.96 - $58.08 $5.94 Million - $6.9 Million	118,831 Added 313.53%	156,732 $9.05 Billion
Q3 2023 Oct 25, 2023	BUY	$52.22 - $56.04 $1.98 Million - $2.12 Million	37,901 New	37,901 $2 Billion

Others Institutions Holding AVLV

# of Institutions

361

Shares Held

67.2M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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