Ownership history in REDW Wealth LLC · 14 quarters on record
This page tracks every 13F SEC filing in which REDW Wealth 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 | 147,213 | -13,625 | -8.5% | 6.27% | $16.5M | $111.54 |
| 2025 Q3 | REDUCED | 160,838 | -14,549 | -8.3% | 6.61% | $17.5M | $108.15 |
| 2025 Q2 | ADDED | 175,387 | +1,304 | +0.7% | 7.03% | $17.7M | $100.06 |
| 2025 Q1 | REDUCED | 174,083 | -8,366 | -4.6% | 5.99% | $16.1M | $91.39 |
| 2024 Q4 | REDUCED | 182,449 | -58,822 | -24.4% | 6.14% | $17.7M | $95.59 |
| 2024 Q3 | REDUCED | 241,271 | -26,866 | -10.0% | 5.88% | $23.0M | $93.52 |
| 2024 Q2 | ADDED | 268,137 | +22,733 | +9.3% | 6.34% | $24.2M | $88.34 |
| 2024 Q1 | ADDED | 245,404 | +16,833 | +7.4% | 5.92% | $22.0M | $87.37 |
| 2023 Q4 | ADDED | 228,571 | +37,385 | +19.6% | 5.34% | $18.6M | $79.38 |
| 2023 Q3 | ADDED | 191,186 | +69,570 | +57.2% | 4.32% | $14.0M | $71.01 |
As of 2025 Q4 — sorted by position size