Ownership history in REDW Wealth LLC · 13 quarters on record
This page tracks every 13F SEC filing in which REDW Wealth LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 71,760 | +11,616 | +19.3% | 2.11% | $5.5M | $76.97 |
| 2025 Q3 | ADDED | 60,144 | +12,639 | +26.6% | 1.71% | $4.5M | $73.91 |
| 2025 Q2 | ADDED | 47,505 | +2,038 | +4.5% | 1.29% | $3.3M | $67.45 |
| 2025 Q1 | REDUCED | 45,467 | -2,254 | -4.7% | 1.02% | $2.7M | $58.57 |
| 2024 Q4 | REDUCED | 47,721 | -9,721 | -16.9% | 0.97% | $2.8M | $57.23 |
| 2024 Q3 | REDUCED | 57,442 | -5,586 | -8.9% | 0.95% | $3.7M | $61.56 |
| 2024 Q2 | ADDED | 63,028 | +1,945 | +3.2% | 1.01% | $3.9M | $58.22 |
| 2024 Q1 | ADDED | 61,083 | +2,390 | +4.1% | 0.95% | $3.5M | $54.72 |
| 2023 Q4 | REDUCED | 58,693 | -6,180 | -9.5% | 0.95% | $3.3M | $53.24 |
| 2023 Q3 | ADDED | 64,873 | +17,485 | +36.9% | 1.06% | $3.4M | $48.83 |
As of 2025 Q4 — sorted by position size