AVDV — AMERICAN CENTY ETF TR

Ownership history in WealthCollab, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WealthCollab, LLC reported a position in AMERICAN CENTY ETF TR (AVDV). 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
3.99% (2025 Q2)
Avg. % of fund
3.69%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 91,463 +136 +0.1% 3.52% $8.6M $93.86
2025 Q3 ADDED 91,327 +1,283 +1.4% 3.73% $8.1M $87.58
2025 Q2 ADDED 90,044 +610 +0.7% 3.99% $7.1M $77.99
2025 Q1 ADDED 89,434 +2,520 +2.9% 3.85% $6.2M $67.33
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVDV price (monthly, adj. close)

Other funds also holding AVDV

As of 2025 Q4 — sorted by position size

CogentBlue Wealth Advisors, LLC 16.8% Accredited Investors Inc. 3Y 7Y 13.03% Divergent Planning, LLC 3Y 12.83% Frontier Asset Management, LLC 3Y 12.72% Mason Investment Advisory Services, Inc. 10.77% QUARRY HILL ADVISORS, LLC 3Y 10.65% Kondo Wealth Advisors, Inc. 9.24% Meredith Wealth Planning 3Y 9.02% Peirce Capital Management, LLC 8.84% Burton Enright Welch 7.51%
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