Ownership history in Level Financial Advisors · 12 quarters on record
This page tracks every 13F SEC filing in which Level Financial Advisors reported a position in AMERICAN CENTY ETF TR (AVSE). 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 Q4 | ADDED | 5,614 | +3 | +0.1% | 0.10% | $365K | $64.92 |
| 2025 Q3 | UNCHANGED | 5,611 | — | 0% | 0.10% | $357K | $62.42 |
| 2025 Q2 | ADDED | 5,611 | +9 | +0.2% | 0.10% | $329K | $57.57 |
| 2025 Q1 | UNCHANGED | 5,602 | — | 0% | 0.10% | $288K | $49.90 |
| 2024 Q4 | ADDED | 5,602 | +4 | +0.1% | 0.10% | $283K | $48.98 |
| 2024 Q3 | UNCHANGED | 5,598 | — | 0% | 0.12% | $310K | $52.61 |
| 2024 Q2 | ADDED | 5,598 | +368 | +7.0% | 0.13% | $290K | $49.22 |
| 2024 Q1 | ADDED | 5,230 | +23 | +0.4% | 0.12% | $257K | $46.28 |
| 2023 Q4 | ADDED | 5,207 | +293 | +6.0% | 0.12% | $250K | $45.23 |
| 2023 Q3 | ADDED | 4,914 | +87 | +1.8% | 0.12% | $221K | $41.31 |
As of 2025 Q4 — sorted by position size