AVMV AMERICAN CENTY ETF TR

Ownership history in ENZI WEALTH  ·  7 quarters on record

This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in AMERICAN CENTY ETF TR (AVMV). 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
16.63% (2025 Q4)
Avg. % of fund
4.73%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 632,886 +492,311 +350.2% 16.63% $47.2M $71.03
2025 Q3 ADDED 140,575 +1,900 +1.4% 3.33% $9.5M $68.49
2025 Q2 ADDED 138,675 +1,101 +0.8% 3.40% $9.3M $64.84
2025 Q1 ADDED 137,574 +11,573 +9.2% 3.30% $8.1M $60.73
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVMV price (monthly, adj. close)
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