Ownership history in WMS Partners, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which WMS 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 Q3 | UNCHANGED | 1,081,391 | — | 0% | 3.56% | $63.6M | $73.91 |
| 2025 Q2 | UNCHANGED | 1,081,391 | — | 0% | 3.56% | $63.6M | $67.45 |
| 2025 Q1 | UNCHANGED | 1,081,391 | — | 0% | 3.56% | $63.6M | $58.57 |
| 2024 Q4 | ADDED | 1,081,391 | +36,625 | +3.5% | 3.56% | $63.6M | $57.23 |
| 2024 Q3 | ADDED | 1,044,766 | +54,214 | +5.5% | 3.78% | $67.5M | $61.56 |
| 2024 Q2 | ADDED | 990,552 | +9,313 | +0.9% | 3.87% | $60.5M | $58.22 |
| 2024 Q1 | ADDED | 981,239 | +21,542 | +2.2% | 3.90% | $56.9M | $54.72 |
| 2023 Q4 | ADDED | 959,697 | +47,707 | +5.2% | 3.98% | $54.1M | $53.24 |
| 2023 Q3 | ADDED | 911,990 | +26,479 | +3.0% | 3.80% | $48.1M | $48.83 |
| 2023 Q2 | ADDED | 885,511 | +101,758 | +13.0% | 3.75% | $47.6M | $49.77 |
As of 2025 Q4 — sorted by position size