Ownership history in True Wealth Design, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, 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 Q3 | REDUCED | 40 | -24,347 | -99.8% | 0.00% | $3K | $73.91 |
| 2024 Q2 | REDUCED | 24,387 | -378 | -1.5% | 0.37% | $1.5M | $58.22 |
| 2024 Q1 | REDUCED | 24,765 | -630 | -2.5% | 0.36% | $1.4M | $54.72 |
| 2023 Q4 | ADDED | 25,395 | +646 | +2.6% | 0.40% | $1.4M | $53.24 |
| 2023 Q3 | REDUCED | 24,749 | -268 | -1.1% | 0.44% | $1.3M | $48.83 |
| 2023 Q2 | REDUCED | 25,017 | -1,325 | -5.0% | 0.49% | $1.3M | $49.77 |
| 2023 Q1 | REDUCED | 26,342 | -1,110 | -4.0% | 0.58% | $1.4M | $48.41 |
| 2022 Q4 | INITIATED | 27,452 | — | — | 0.64% | $1.4M | — |
As of 2025 Q4 — sorted by position size