Ownership history in BetterWealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which BetterWealth, LLC 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 108,672 | +3,185 | +3.0% | 1.91% | $8.4M | $76.97 |
| 2025 Q3 | ADDED | 105,487 | +1,531 | +1.5% | 1.89% | $7.9M | $73.91 |
| 2025 Q2 | ADDED | 103,956 | +7,150 | +7.4% | 1.82% | $7.1M | $67.45 |
| 2025 Q1 | ADDED | 96,806 | +12,683 | +15.1% | 1.63% | $5.8M | $58.57 |
As of 2025 Q4 — sorted by position size