Ownership history in Opes Wealth Management LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Opes Wealth Management LLC reported a position in AMERICAN CENTY ETF TR (AVSE). 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 | 22,372 | -115 | -0.5% | 0.24% | $1.5M | $64.92 |
| 2025 Q3 | REDUCED | 22,487 | -192 | -0.8% | 0.25% | $1.4M | $62.42 |
| 2025 Q2 | ADDED | 22,679 | +175 | +0.8% | 0.24% | $1.3M | $57.57 |
| 2025 Q1 | ADDED | 22,504 | +450 | +2.0% | 0.23% | $1.2M | $49.90 |
| 2024 Q4 | ADDED | 22,054 | +355 | +1.6% | 0.23% | $1.1M | $48.98 |
| 2024 Q3 | ADDED | 21,699 | +755 | +3.6% | 0.23% | $1.2M | $52.61 |
| 2024 Q2 | ADDED | 20,944 | +445 | +2.2% | 0.23% | $1.1M | $49.22 |
| 2024 Q1 | INITIATED | 20,499 | — | — | 0.23% | $1.0M | — |
As of 2025 Q4 — sorted by position size