AVMA — AMERICAN CENTY ETF TR

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in AMERICAN CENTY ETF TR (AVMA). 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.

Peak position
0.04% (2024 Q3)
Avg. % of fund
0.03%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,560 -151 -2.3% 0.02% $445K $66.08
2025 Q3 ADDED 6,711 +227 +3.5% 0.03% $440K $64.11
2025 Q2 REDUCED 6,484 -75 -1.1% 0.03% $410K $60.57
2025 Q1 REDUCED 6,559 -72 -1.1% 0.03% $380K $56.49
2024 Q4 ADDED 6,631 +456 +7.4% 0.03% $382K $56.61
2024 Q3 INITIATED 6,175 — — 0.04% $365K $57.46
% of Fund (quarterly)    AVMA price (monthly, adj. close)

Other funds also holding AVMA

As of 2025 Q4 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 2.95% Great Point Wealth Advisors, LLC 3Y 7Y 1.1% Vawter Financial, Ltd. 0.41% Integrity Wealth Solutions LLC 0.25% Versant Capital Management, Inc 3Y 7Y 0.13% Keystone Financial Group, Inc. 0.07% Arlington Financial Advisors, LLC 3Y 7Y 0.03% Plancorp, LLC 3Y 7Y 0.01% Sunbelt Securities, Inc. 3Y 7Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.0%
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