AVEM — AMERICAN CENTY ETF TR

Ownership history in Prosperity Planning, Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in AMERICAN CENTY ETF TR (AVEM). 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
2.8% (2025 Q3)
Avg. % of fund
2.05%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 137,998 -90 -0.1% 2.78% $10.6M $76.97
2025 Q3 ADDED 138,088 +238 +0.2% 2.80% $10.4M $73.91
2025 Q2 ADDED 137,850 +6,318 +4.8% 2.73% $9.4M $67.45
2025 Q1 ADDED 131,532 +9,224 +7.5% 2.48% $7.9M $58.57
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVEM price (monthly, adj. close)

Other funds also holding AVEM

As of 2025 Q4 — sorted by position size

Oak Root LLC 10.01% Morton Brown Family Wealth, LLC 3Y 9.53% ACT Advisors, LLC. 3Y 9.34% Armstrong, Fleming & Moore, Inc 8.32% WJ Interests, LLC 3Y 8.31% Savant Capital, LLC 3Y 7Y 8.08% JRM Investment Counsel, LLC 3Y 7Y 7.06% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.9% McLean Asset Management Corp 3Y 6.75% Fort Vancouver Investment Management, LLC 6.7%
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