Ownership history in Mattern Wealth Management LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Mattern Wealth Management LLC reported a position in AMERICAN CENTY ETF TR (AVMU). 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 | REDUCED | 12,793 | -252,429 | -95.2% | 0.11% | $592K | $45.96 |
| 2025 Q1 | ADDED | 265,222 | +12,312 | +4.9% | 2.67% | $12.1M | $43.88 |
| 2024 Q4 | ADDED | 252,910 | +3,961 | +1.6% | 2.57% | $11.7M | $44.24 |
| 2024 Q3 | ADDED | 248,949 | +21,458 | +9.4% | 2.57% | $11.7M | $44.51 |
| 2024 Q2 | REDUCED | 227,491 | -1,072 | -0.5% | 2.52% | $10.5M | $43.39 |
| 2024 Q1 | ADDED | 228,563 | +16,570 | +7.8% | 2.59% | $10.6M | $43.45 |
| 2023 Q4 | ADDED | 211,993 | +4,246 | +2.0% | 2.56% | $9.9M | $43.50 |
| 2023 Q3 | ADDED | 207,747 | +24,768 | +13.5% | 2.70% | $9.2M | $40.81 |
| 2023 Q2 | ADDED | 182,979 | +81,247 | +79.9% | 2.46% | $8.4M | $42.15 |
| 2023 Q1 | ADDED | 101,732 | +86,475 | +566.8% | 1.57% | $4.7M | $42.29 |
As of 2025 Q4 — sorted by position size