FDG — AMERICAN CENTY ETF TR

Ownership history in Pine Valley Investments Ltd Liability Co  ·  1 quarter on record

This page tracks every 13F SEC filing in which Pine Valley Investments Ltd Liability Co reported a position in AMERICAN CENTY ETF TR (FDG). 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
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2024 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 INITIATED 1,996 — — 0.01% $207K $103.86
% of Fund (quarterly)    FDG price (monthly, adj. close)

Other funds also holding FDG

As of 2025 Q4 — sorted by position size

Sunpointe, LLC 2.07% ERn Financial, LLC 3Y 7Y 1.53% Koenig Investment Advisory, LLC 1.51% Slagle Financial, LLC 1.24% Delta Investment Management, LLC 3Y 7Y 1.21% Dominguez Wealth Management Solutions, Inc. 3Y 0.99% WIN ADVISORS, INC 3Y 0.91% Prosperity Financial Group, Inc. 0.66% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.42% Stratos Wealth Advisors, LLC 3Y 7Y 0.39%
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