AVGE — AMERICAN CENTY ETF TR

Ownership history in Meredith Wealth Planning  ·  12 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in AMERICAN CENTY ETF TR (AVGE). 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
5.95% (2025 Q4)
Avg. % of fund
2.24%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 232,703 +72,141 +44.9% 5.95% $20.0M $85.91
2025 Q3 ADDED 160,562 +13,682 +9.3% 4.24% $13.4M $82.69
2025 Q2 ADDED 146,880 +45,659 +45.1% 4.13% $11.4M $76.82
2025 Q1 ADDED 101,221 +18,302 +22.1% 3.18% $7.2M $69.93
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGE price (monthly, adj. close)

Other funds also holding AVGE

As of 2025 Q4 — sorted by position size

Nova R Wealth, Inc. 3Y 3.13% Intelligent Financial Strategies 3Y 2.7% Sprinkle Financial Consultants LLC 2.44% Align Financial, LLC 2.25% FMB WEALTH MANAGEMENT 2.13% Ridgeline Wealth, LLC 1.66% Paragon Advisors, LLC 3Y 1.47% Yardley Wealth Management LLC 1.38% Collaborative Wealth Managment Inc. 3Y 1.0% Greenspring Advisors, LLC 3Y 0.92%
← Back to Meredith Wealth Planning Holdings