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

Leading Edge Financial Planning LLC

  • $398 Billion
  • Q3 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 292,233 shares of AVLV stock, worth $21.2 Million. This represents 5.3% of its overall portfolio holdings.

Number of Shares
292,233
Previous 275,842 5.94%
Holding current value
$21.2 Million
Previous $18.8 Billion 12.23%
% of portfolio
5.3%
Previous 5.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
420
Shares Held
109M
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
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email