AVUS — 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 (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.

Peak position
8.14% (2024 Q3)
Avg. % of fund
6.8%
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 152,105 +7,873 +5.5% 6.71% $17.0M $111.54
2025 Q3 ADDED 144,232 +4,284 +3.1% 6.64% $15.7M $108.15
2025 Q2 ADDED 139,948 +14,863 +11.9% 6.72% $14.1M $100.06
2025 Q1 ADDED 125,085 +11,668 +10.3% 6.39% $11.6M $91.39
2024 Q4 REDUCED 113,417 -611 -0.5% 6.19% $11.0M $95.59
2024 Q3 INITIATED 114,028 — — 8.14% $10.2M $93.52
% of Fund (quarterly)    AVUS price (monthly, adj. close)

Other funds also holding AVUS

As of 2025 Q4 — sorted by position size

Oak Root LLC 39.27% BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Quantum Financial Advisors, LLC 3Y 15.48% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28%
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