Ownership history in Simplicity Wealth,LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Simplicity 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 | ADDED | 698,955 | +22,521 | +3.3% | 4.66% | $78.1M | $111.54 |
| 2025 Q3 | REDUCED | 676,434 | -682,596 | -50.2% | 4.26% | $73.5M | $108.15 |
| 2025 Q2 | ADDED | 1,359,030 | +717,634 | +111.9% | 5.70% | $137.0M | $100.06 |
| 2025 Q1 | ADDED | 641,396 | +12,035 | +1.9% | 4.61% | $59.3M | $91.39 |
As of 2025 Q4 — sorted by position size