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 (AVUS). 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 | 521,963 | -1,647 | -0.3% | 1.76% | $58.3M | $111.54 |
| 2025 Q3 | REDUCED | 523,610 | -6,505 | -1.2% | 1.79% | $56.9M | $108.15 |
| 2025 Q2 | ADDED | 530,115 | +1,706 | +0.3% | 1.85% | $53.4M | $100.06 |
| 2025 Q1 | ADDED | 528,409 | +8,408 | +1.6% | 1.93% | $48.8M | $91.39 |
| 2024 Q4 | REDUCED | 520,001 | -1,348 | -0.3% | 2.07% | $50.4M | $95.59 |
| 2024 Q3 | ADDED | 521,349 | +248 | +0.0% | 2.02% | $49.6M | $93.52 |
| 2024 Q2 | REDUCED | 521,101 | -198 | -0.0% | 2.04% | $47.0M | $88.34 |
| 2024 Q1 | REDUCED | 521,299 | -3,294 | -0.6% | 2.03% | $46.7M | $87.37 |
| 2023 Q4 | ADDED | 524,593 | +18,719 | +3.7% | 2.05% | $42.8M | $79.38 |
| 2023 Q3 | ADDED | 505,874 | +4,004 | +0.8% | 1.98% | $37.1M | $71.01 |
As of 2025 Q4 — sorted by position size