AVUV — AMERICAN CENTY ETF TR

Ownership history in Tranquility Partners, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Tranquility Partners, LLC reported a position in AMERICAN CENTY ETF TR (AVUV). 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
1.0% (2024 Q4)
Avg. % of fund
0.78%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 27,106 -1,047 -3.7% 1.00% $2.8M $101.72
2025 Q3 REDUCED 28,153 -274 -1.0% 0.95% $2.8M $98.91
2025 Q2 ADDED 28,427 +579 +2.1% 0.92% $2.6M $90.12
2025 Q1 ADDED 27,848 +372 +1.4% 0.94% $2.4M $85.82
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUV price (monthly, adj. close)

Other funds also holding AVUV

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 22.59% QUARRY HILL ADVISORS, LLC 3Y 19.29% Meredith Wealth Planning 3Y 17.72% Mason Investment Advisory Services, Inc. 13.77% EAGLE WEALTH STRATEGIES LLC 12.87% Team Hewins, LLC 3Y 12.81% WMG Financial Advisors, LLC 3Y 12.58% Valued Wealth Advisors LLC 12.55% SATOVSKY ASSET MANAGEMENT LLC 3Y 12.25% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94%
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