Ownership history in KWB Wealth · 5 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in AMERICAN CENTY ETF TR (AVIG). 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 Q3 | REDUCED | 5,410 | -82 | -1.5% | 0.02% | $225K | $41.17 |
| 2025 Q2 | REDUCED | 5,492 | -617 | -10.1% | 0.03% | $227K | $40.27 |
| 2025 Q1 | ADDED | 6,109 | +298 | +5.1% | 0.03% | $248K | $39.60 |
| 2024 Q4 | REDUCED | 5,811 | -241 | -4.0% | 0.03% | $247K | $38.54 |
As of 2025 Q4 — sorted by position size