Ownership history in ELEVATION WEALTH PARTNERS, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which ELEVATION WEALTH PARTNERS, LLC 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 | REDUCED | 29,165 | -1,732 | -5.6% | 1.15% | $3.3M | $111.54 |
| 2025 Q3 | UNCHANGED | 30,897 | — | 0% | 1.23% | $3.1M | $108.15 |
| 2025 Q2 | ADDED | 30,897 | +17 | +0.1% | 1.23% | $3.1M | $100.06 |
| 2025 Q1 | REDUCED | 30,880 | -317 | -1.0% | 1.23% | $2.9M | $91.39 |
| 2024 Q3 | REDUCED | 31,197 | -1,174 | -3.6% | 1.27% | $3.0M | $93.52 |
| 2024 Q2 | ADDED | 32,371 | +1,081 | +3.5% | 1.38% | $2.9M | $88.34 |
| 2024 Q1 | ADDED | 31,290 | +240 | +0.8% | 1.40% | $2.8M | $87.37 |
| 2023 Q4 | REDUCED | 31,050 | -120 | -0.4% | 1.36% | $2.3M | $79.38 |
| 2023 Q3 | ADDED | 31,170 | +373 | +1.2% | 1.97% | $2.3M | $71.01 |
| 2023 Q2 | ADDED | 30,797 | +567 | +1.9% | 1.95% | $2.3M | $72.62 |
As of 2025 Q4 — sorted by position size