AVEM — AMERICAN CENTY ETF TR

Ownership history in LIBRA WEALTH LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which LIBRA WEALTH LLC reported a position in AMERICAN CENTY ETF TR (AVEM). 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
4.59% (2022 Q1)
Avg. % of fund
2.74%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 190,269 +21,093 +12.5% 4.10% $14.7M $76.97
2025 Q3 ADDED 169,176 +18,356 +12.2% 3.82% $12.7M $73.91
2025 Q2 REDUCED 150,820 -23,986 -13.7% 3.38% $10.3M $67.45
2025 Q1 ADDED 174,806 +29,031 +19.9% 3.95% $10.5M $58.57
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVEM price (monthly, adj. close)

Other funds also holding AVEM

As of 2025 Q4 — sorted by position size

Oak Root LLC 10.01% Morton Brown Family Wealth, LLC 3Y 9.53% ACT Advisors, LLC. 3Y 9.34% Armstrong, Fleming & Moore, Inc 8.32% WJ Interests, LLC 3Y 8.31% Savant Capital, LLC 3Y 7Y 8.08% JRM Investment Counsel, LLC 3Y 7Y 7.06% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.9% McLean Asset Management Corp 3Y 6.75% Fort Vancouver Investment Management, LLC 6.7%
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