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

Leading Edge Financial Planning LLC

$305 Billion
Q4 2024

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 15,193 shares of AVUV stock, worth $1.23 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

15,193

Previous 14,083 7.88%

Holding current value

$1.23 Million

Previous $1.35 Billion 8.54%

% of portfolio

0.48%

Previous 0.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$94.37 - $106.41 $104,750 - $118,115	1,110 Added 7.88%	15,193 $1.47 Billion
Q3 2024 Oct 23, 2024	BUY	$88.24 - $99.7 $64,238 - $72,581	728 Added 5.45%	14,083 $1.35 Billion
Q2 2024 Aug 01, 2024	BUY	$86.93 - $93.77 $142,304 - $153,501	1,637 Added 13.97%	13,355 $1.2 Billion
Q1 2024 May 03, 2024	SELL	$84.87 - $93.71 $50,243 - $55,476	-592 Reduced 4.81%	11,718 $1.1 Billion
Q4 2023 Feb 13, 2024	BUY	$73.38 - $91.25 $88,716 - $110,321	1,209 Added 10.89%	12,310 $1.11 Billion
Q3 2023 Oct 25, 2023	BUY	$75.9 - $84.23 $116,886 - $129,714	1,540 Added 16.11%	11,101 $865 Million
Q2 2023 Jul 17, 2023	BUY	$69.33 - $77.71 $7,764 - $8,703	112 Added 1.19%	9,561 $742 Million
Q1 2023 Apr 20, 2023	BUY	$70.61 - $84.06 $227,434 - $270,757	3,221 Added 51.72%	9,449 $700 Million
Q4 2022 Mar 02, 2023	BUY	$68.43 - $80.54 $426,182 - $501,603	6,228 New	6,228 $464 Million

Others Institutions Holding AVUV

# of Institutions

839

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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