AVGE — AMERICAN CENTY ETF TR

Ownership history in FMB WEALTH MANAGEMENT  ·  6 quarters on record

This page tracks every 13F SEC filing in which FMB WEALTH MANAGEMENT reported a position in AMERICAN CENTY ETF TR (AVGE). 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
3.43% (2024 Q3)
Avg. % of fund
2.49%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 62,780 +205 +0.3% 2.13% $5.4M $85.91
2025 Q3 REDUCED 62,575 -6 -0.0% 2.21% $5.2M $82.69
2025 Q2 ADDED 62,581 +1,797 +3.0% 2.31% $4.8M $76.82
2025 Q1 ADDED 60,784 +121 +0.2% 2.39% $4.3M $69.93
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGE price (monthly, adj. close)

Other funds also holding AVGE

As of 2025 Q4 — sorted by position size

Meredith Wealth Planning 3Y 5.95% Nova R Wealth, Inc. 3Y 3.13% Intelligent Financial Strategies 3Y 2.7% Sprinkle Financial Consultants LLC 2.44% Align Financial, LLC 2.25% Ridgeline Wealth, LLC 1.66% Paragon Advisors, LLC 3Y 1.47% Yardley Wealth Management LLC 1.38% Collaborative Wealth Managment Inc. 3Y 1.0% Greenspring Advisors, LLC 3Y 0.92%
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