Ownership history in Meredith Wealth Planning · 13 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in AMERICAN CENTY ETF TR (AVDE). 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 | 39,759 | -1,154 | -2.8% | 0.97% | $3.3M | $82.23 |
| 2025 Q3 | ADDED | 40,913 | +4,509 | +12.4% | 1.02% | $3.2M | $77.91 |
| 2025 Q2 | ADDED | 36,404 | +5,151 | +16.5% | 0.98% | $2.7M | $73.08 |
| 2025 Q1 | ADDED | 31,253 | +1,476 | +5.0% | 0.91% | $2.1M | $64.32 |
| 2024 Q4 | ADDED | 29,777 | +513 | +1.8% | 0.81% | $1.8M | $59.57 |
| 2024 Q3 | ADDED | 29,264 | +284 | +1.0% | 0.94% | $2.0M | $64.19 |
| 2024 Q2 | ADDED | 28,980 | +1,771 | +6.5% | 0.95% | $1.8M | $59.62 |
| 2024 Q1 | ADDED | 27,209 | +770 | +2.9% | 0.97% | $1.7M | $59.90 |
| 2023 Q4 | ADDED | 26,439 | +2,072 | +8.5% | 0.99% | $1.6M | $56.79 |
| 2023 Q3 | ADDED | 24,367 | +3,182 | +15.0% | 1.01% | $1.4M | $51.62 |
As of 2025 Q4 — sorted by position size