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 (AVUV). 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 | ADDED | 1,360,184 | +101,266 | +8.0% | 4.19% | $138.7M | $101.72 |
| 2025 Q3 | ADDED | 1,258,918 | +126,963 | +11.2% | 3.93% | $125.3M | $98.91 |
| 2025 Q2 | ADDED | 1,131,955 | +196,826 | +21.0% | 3.57% | $103.1M | $90.12 |
| 2025 Q1 | ADDED | 935,129 | +94,161 | +11.2% | 3.23% | $81.5M | $85.82 |
| 2024 Q4 | ADDED | 840,968 | +3,168 | +0.4% | 3.33% | $81.2M | $94.68 |
| 2024 Q3 | ADDED | 837,800 | +30,470 | +3.8% | 3.28% | $80.4M | $93.71 |
| 2024 Q2 | ADDED | 807,330 | +26,409 | +3.4% | 3.14% | $72.4M | $87.27 |
| 2024 Q1 | ADDED | 780,921 | +26,973 | +3.6% | 3.18% | $73.2M | $90.71 |
| 2023 Q4 | ADDED | 753,948 | +37,873 | +5.3% | 3.24% | $67.7M | $86.63 |
| 2023 Q3 | ADDED | 716,075 | +44,627 | +6.6% | 2.99% | $55.8M | $74.83 |
As of 2025 Q4 — sorted by position size