AVEM — AMERICAN CENTY ETF TR

Ownership history in Executive Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in AMERICAN CENTY ETF TR (AVEM). 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
2.13% (2024 Q3)
Avg. % of fund
1.15%
First filed
2024 Q1
Last filed
2024 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 258,183 -549 -0.2% 1.19% $15.2M $57.23
2024 Q3 ADDED 258,732 +234,038 +947.8% 2.13% $16.7M $61.56
2024 Q1 INITIATED 24,694 — — 0.13% $1.4M —
% of Fund (quarterly)    AVEM price (monthly, adj. close)

Other funds also holding AVEM

As of 2025 Q4 — sorted by position size

Oak Root LLC 10.01% Morton Brown Family Wealth, LLC 3Y 9.53% ACT Advisors, LLC. 3Y 9.34% Armstrong, Fleming & Moore, Inc 8.32% WJ Interests, LLC 3Y 8.31% Savant Capital, LLC 3Y 7Y 8.08% JRM Investment Counsel, LLC 3Y 7Y 7.06% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.9% McLean Asset Management Corp 3Y 6.75% Fort Vancouver Investment Management, LLC 6.7%
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