AVDV AMERICAN CENTY ETF TR

Ownership history in LIBRA WEALTH LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which LIBRA WEALTH LLC reported a position in AMERICAN CENTY ETF TR (AVDV). 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
3.74% (2025 Q4)
Avg. % of fund
1.91%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 142,285 +15,009 +11.8% 3.74% $13.4M $93.86
2025 Q3 ADDED 127,276 +13,471 +11.8% 3.40% $11.3M $87.58
2025 Q2 ADDED 113,805 +390 +0.3% 2.95% $9.0M $77.99
2025 Q1 ADDED 113,415 +21,831 +23.8% 2.97% $7.9M $67.33
2024 Q4 ADDED 91,584 +19,077 +26.3% 2.32% $6.0M $62.83
2024 Q3 ADDED 72,507 +7,093 +10.8% 2.05% $5.1M $66.59
2024 Q2 ADDED 65,414 +6,627 +11.3% 1.84% $4.2M $61.20
2024 Q1 ADDED 58,787 +7,512 +14.7% 1.70% $3.9M $60.94
2023 Q4 ADDED 51,275 +12,193 +31.2% 1.59% $3.2M $57.82
2023 Q3 ADDED 39,082 +5,082 +14.9% 1.25% $2.3M $52.75
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% of Fund (quarterly)    AVDV price (monthly, adj. close)
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