Ownership history in True Wealth Design, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in AMERICAN CENTY ETF TR (AVES). 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 | 15,732 | -1,539 | -8.9% | 0.27% | $917K | $58.25 |
| 2025 Q3 | REDUCED | 17,271 | -1,719 | -9.1% | 0.30% | $991K | $56.22 |
| 2025 Q2 | ADDED | 18,990 | +16,139 | +566.1% | 0.36% | $1.0M | $52.48 |
| 2025 Q1 | UNCHANGED | 2,851 | — | 0% | 0.05% | $134K | $45.56 |
| 2024 Q4 | ADDED | 2,851 | +205 | +7.7% | 0.05% | $132K | $44.64 |
| 2024 Q3 | UNCHANGED | 2,646 | — | 0% | 0.05% | $138K | $48.92 |
| 2024 Q2 | REDUCED | 2,646 | -818 | -23.6% | 0.03% | $129K | $45.74 |
| 2024 Q1 | UNCHANGED | 3,464 | — | 0% | 0.04% | $164K | $44.03 |
| 2023 Q4 | REDUCED | 3,464 | -1,760 | -33.7% | 0.04% | $159K | $42.71 |
| 2023 Q3 | INITIATED | 5,224 | — | — | 0.08% | $227K | — |
As of 2025 Q4 — sorted by position size