Ownership history in Plancorp, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC 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 | 866,461 | -7,028 | -0.8% | 2.16% | $71.3M | $82.23 |
| 2025 Q3 | REDUCED | 873,489 | -7,121 | -0.8% | 2.16% | $68.9M | $77.91 |
| 2025 Q2 | REDUCED | 880,610 | -13,490 | -1.5% | 2.26% | $65.2M | $73.08 |
| 2025 Q1 | REDUCED | 894,100 | -10,734 | -1.2% | 2.35% | $59.3M | $64.32 |
As of 2025 Q4 — sorted by position size