Ownership history in ENZI WEALTH · 9 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in AMERICAN CENTY ETF TR (AVUV). 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 | 290,686 | +234,916 | +421.2% | 11.03% | $31.3M | $101.72 |
| 2025 Q3 | ADDED | 55,770 | +638 | +1.2% | 1.90% | $5.4M | $98.91 |
| 2025 Q2 | ADDED | 55,132 | +655 | +1.2% | 1.92% | $5.2M | $90.12 |
| 2025 Q1 | ADDED | 54,477 | +3,977 | +7.9% | 1.83% | $4.5M | $85.82 |
| 2024 Q4 | ADDED | 50,500 | +2,011 | +4.1% | 1.92% | $5.0M | $94.68 |
| 2024 Q3 | ADDED | 48,489 | +3,602 | +8.0% | 1.84% | $4.7M | $93.71 |
| 2024 Q2 | ADDED | 44,887 | +6,334 | +16.4% | 1.74% | $4.0M | $87.27 |
| 2024 Q1 | ADDED | 38,553 | +12,199 | +46.3% | 1.60% | $3.4M | $90.71 |
| 2023 Q4 | INITIATED | 26,354 | — | — | 1.10% | $2.3M | — |
As of 2025 Q4 — sorted by position size