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 320,959 shares of AVLV stock, worth $23.3 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
320,959
Previous 292,233 9.83%
Holding current value
$23.3 Million
Previous $21.1 Billion 15.16%
% of portfolio
5.54%
Previous 5.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$70.14 - $73.74 $2.01 Million - $2.12 Million
28,726 Added 9.83%
320,959 $24.3 Billion
Q3 2025

Nov 12, 2025
BUY
$68.33 - $72.69 $1.12 Million - $1.19 Million
16,391 Added 5.94%
292,233 $21.1 Billion
Q2 2025

Jul 15, 2025
BUY
$56.85 - $68.21 $998,399 - $1.2 Million
17,562 Added 6.8%
275,842 $18.8 Billion
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
433
Shares Held
111M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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