Ownership history in EHRLICH FINANCIAL GROUP · 9 quarters on record
This page tracks every 13F SEC filing in which EHRLICH FINANCIAL GROUP reported a position in AMERICAN CENTY ETF TR (AVUS). 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 | 65,831 | +3,239 | +5.2% | 4.19% | $7.4M | $111.54 |
| 2025 Q3 | ADDED | 62,592 | +1,437 | +2.3% | 4.04% | $6.8M | $108.15 |
| 2025 Q2 | REDUCED | 61,155 | -14,963 | -19.7% | 3.99% | $6.2M | $100.06 |
| 2025 Q1 | REDUCED | 76,118 | -17,914 | -19.1% | 5.13% | $7.0M | $91.39 |
| 2024 Q4 | ADDED | 94,032 | +1,400 | +1.5% | 6.48% | $9.1M | $95.59 |
| 2024 Q3 | ADDED | 92,632 | +7,905 | +9.3% | 6.29% | $8.8M | $93.52 |
| 2024 Q2 | ADDED | 84,727 | +3,154 | +3.9% | 6.03% | $7.6M | $88.34 |
| 2024 Q1 | REDUCED | 81,573 | -12,507 | -13.3% | 6.15% | $7.3M | $87.37 |
| 2023 Q4 | INITIATED | 94,080 | — | — | 7.69% | $7.7M | — |
As of 2025 Q4 — sorted by position size