Ownership history in WealthPLAN Partners, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, 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 Q4 | ADDED | 89,320 | +5,908 | +7.1% | 1.03% | $6.9M | $76.97 |
| 2025 Q3 | ADDED | 83,412 | +9,523 | +12.9% | 0.94% | $6.3M | $73.91 |
| 2025 Q2 | REDUCED | 73,889 | -54,097 | -42.3% | 0.82% | $5.1M | $67.45 |
| 2025 Q1 | ADDED | 127,986 | +6,359 | +5.2% | 1.09% | $7.7M | $58.57 |
| 2024 Q4 | REDUCED | 121,627 | -8,400 | -6.5% | 1.01% | $7.2M | $57.23 |
| 2024 Q3 | REDUCED | 130,027 | -9,081 | -6.5% | 1.13% | $8.4M | $61.56 |
| 2024 Q2 | REDUCED | 139,108 | -1,783 | -1.3% | 0.91% | $8.5M | $58.22 |
| 2024 Q1 | REDUCED | 140,891 | -799 | -0.6% | 0.85% | $8.2M | $54.72 |
| 2023 Q4 | REDUCED | 141,690 | -1,359 | -1.0% | 0.82% | $8.0M | $53.24 |
| 2023 Q3 | ADDED | 143,049 | +14,386 | +11.2% | 0.88% | $7.6M | $48.83 |
As of 2025 Q4 — sorted by position size