AVMA — AMERICAN CENTY ETF TR

Ownership history in Plancorp, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in AMERICAN CENTY ETF TR (AVMA). 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% (2023 Q4)
Avg. % of fund
0.01%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,750 — 0% 0.01% $249K $66.08
2025 Q3 UNCHANGED 3,750 — 0% 0.01% $244K $64.11
2025 Q2 UNCHANGED 3,750 — 0% 0.01% $231K $60.57
2025 Q1 UNCHANGED 3,750 — 0% 0.01% $218K $56.49
2024 Q4 UNCHANGED 3,750 — 0% 0.01% $218K $56.61
2024 Q3 UNCHANGED 3,750 — 0% 0.01% $224K $57.46
2024 Q2 UNCHANGED 3,750 — 0% 0.01% $212K $54.20
2024 Q1 UNCHANGED 3,750 — 0% 0.01% $213K $54.12
2023 Q4 INITIATED 3,750 — — 0.01% $203K —
% of Fund (quarterly)    AVMA price (monthly, adj. close)

Other funds also holding AVMA

As of 2025 Q4 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 2.95% Great Point Wealth Advisors, LLC 3Y 7Y 1.1% Vawter Financial, Ltd. 0.41% Integrity Wealth Solutions LLC 0.25% Versant Capital Management, Inc 3Y 7Y 0.13% Keystone Financial Group, Inc. 0.07% Arlington Financial Advisors, LLC 3Y 7Y 0.03% DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% Sunbelt Securities, Inc. 3Y 7Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.0%
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