AVEM β€” AMERICAN CENTY ETF TR

Ownership history in Armstrong, Fleming & Moore, Inc  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Armstrong, Fleming & Moore, Inc reported a position in AMERICAN CENTY ETF TR (AVEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
8.32% (2025 Q4)
πŸ“Š Avg. % of fund
7.78%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    AVEM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 233,841 +32,228 +16.0% 8.32% $18.0M $76.97
2025 Q3 INITIATED 201,613 β€” β€” 7.23% $15.1M $73.91

🏒 Other funds also holding AVEM

As of 2025 Q4 β€” sorted by position size

Oak Root LLC 10.01% Morton Brown Family Wealth, LLC 3Y 9.53% ACT Advisors, LLC. 3Y 9.34% WJ Interests, LLC 3Y 8.31% Savant Capital, LLC 3Y 7Y 8.08% JRM Investment Counsel, LLC 3Y 7Y 7.06% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.9% McLean Asset Management Corp 3Y 6.75% Fort Vancouver Investment Management, LLC 6.7% Tarbox Family Office, Inc. 3Y 7Y 6.49%
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