AVIV AMERICAN CENTY ETF TR

Ownership history in Oceanside Advisors LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Oceanside Advisors LLC reported a position in AMERICAN CENTY ETF TR (AVIV). 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
0.67% (2025 Q4)
Avg. % of fund
0.62%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,416 +121 +0.8% 0.67% $1.1M $71.14
2025 Q3 ADDED 15,295 +50 +0.3% 0.64% $1.0M $66.39
2025 Q2 ADDED 15,245 +72 +0.5% 0.63% $949K $61.26
2025 Q1 ADDED 15,173 +488 +3.3% 0.62% $860K $54.79
2024 Q4 ADDED 14,685 +879 +6.4% 0.57% $762K $50.17
2024 Q3 REDUCED 13,806 -72 -0.5% 0.58% $775K $53.60
2024 Q2 ADDED 13,878 +38 +0.3% 0.59% $728K $50.07
2024 Q1 ADDED 13,840 +94 +0.7% 0.62% $748K $50.53
2023 Q4 INITIATED 13,746 0.62% $708K
% of Fund (quarterly)    AVIV price (monthly, adj. close)
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