AVUV — 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 (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.

Peak position
1.87% (2024 Q3)
Avg. % of fund
1.29%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 23,373 -2,655 -10.2% 0.94% $2.4M $101.72
2025 Q3 UNCHANGED 26,028 — 0% 1.10% $2.6M $98.91
2025 Q2 REDUCED 26,028 -665 -2.5% 1.13% $2.4M $90.12
2025 Q1 ADDED 26,693 +895 +3.5% 1.29% $2.3M $85.82
2024 Q4 ADDED 25,798 +835 +3.3% 1.40% $2.5M $94.68
2024 Q3 INITIATED 24,963 — — 1.87% $2.3M $93.71
% of Fund (quarterly)    AVUV price (monthly, adj. close)

Other funds also holding AVUV

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 22.59% QUARRY HILL ADVISORS, LLC 3Y 19.29% Meredith Wealth Planning 3Y 17.72% Mason Investment Advisory Services, Inc. 13.77% EAGLE WEALTH STRATEGIES LLC 12.87% Team Hewins, LLC 3Y 12.81% WMG Financial Advisors, LLC 3Y 12.58% Valued Wealth Advisors LLC 12.55% SATOVSKY ASSET MANAGEMENT LLC 3Y 12.25% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94%
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