Ownership history in AE Wealth Management LLC · 20 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in AMERICAN CENTY ETF TR (AVIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 6,089,059 | +978,886 | +19.2% | 1.47% | $255.3M | $41.62 |
| 2025 Q3 | ADDED | 5,110,173 | +921,224 | +22.0% | 1.37% | $215.0M | $41.17 |
| 2025 Q2 | ADDED | 4,188,949 | +445,565 | +11.9% | 1.27% | $174.3M | $40.27 |
| 2025 Q1 | ADDED | 3,743,384 | +424,942 | +12.8% | 1.30% | $154.9M | $39.60 |
| 2024 Q4 | ADDED | 3,318,442 | +207,941 | +6.7% | 1.14% | $134.6M | $38.54 |
| 2024 Q3 | ADDED | 3,110,501 | +2,345,310 | +306.5% | 1.20% | $132.2M | $39.77 |
| 2024 Q2 | ADDED | 765,191 | +126,997 | +19.9% | 0.31% | $31.2M | $37.72 |
| 2024 Q1 | ADDED | 638,194 | +426,531 | +201.5% | 0.30% | $26.3M | $37.71 |
| 2023 Q4 | ADDED | 211,663 | +566 | +0.3% | 0.04% | $8.7M | $37.96 |
| 2023 Q3 | ADDED | 211,097 | +8,390 | +4.1% | 0.05% | $8.4M | $35.41 |
As of 2025 Q4 — sorted by position size