AVMU — AMERICAN CENTY ETF TR

Ownership history in Plancorp, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in AMERICAN CENTY ETF TR (AVMU). 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
0.54% (2021 Q2)
Avg. % of fund
0.35%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 144,818 — 0% 0.20% $6.7M $45.96
2025 Q3 UNCHANGED 144,818 — 0% 0.21% $6.6M $44.79
2025 Q2 ADDED 144,818 +600 +0.4% 0.22% $6.5M $43.56
2025 Q1 UNCHANGED 144,218 — 0% 0.26% $6.6M $43.88
2024 Q4 UNCHANGED 144,218 — 0% 0.27% $6.7M $44.24
2024 Q3 UNCHANGED 144,218 — 0% 0.28% $6.8M $44.51
2024 Q2 UNCHANGED 144,218 — 0% 0.29% $6.7M $43.39
2024 Q1 UNCHANGED 144,218 — 0% 0.29% $6.7M $43.45
2023 Q4 UNCHANGED 144,218 — 0% 0.32% $6.8M $43.50
2023 Q3 UNCHANGED 144,218 — 0% 0.34% $6.4M $40.81
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVMU price (monthly, adj. close)

Other funds also holding AVMU

As of 2025 Q4 — sorted by position size

Align Financial, LLC 1.57% EJMK Ventures LLC 0.33% Landmark Wealth Management, LLC 3Y 0.3% Hill Investment Group Partners, LLC 0.27% SAX WEALTH ADVISORS, LLC 3Y 0.24% Tortoise Investment Management, LLC 3Y 7Y 0.15% Mattern Wealth Management LLC 3Y 0.11% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 0.1% Visionary Wealth Advisors 3Y 0.1% FLOW TRADERS U.S. LLC 3Y 7Y 0.07%
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