AVMC — AMERICAN CENTY ETF TR

Ownership history in WMS Partners, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which WMS Partners, LLC reported a position in AMERICAN CENTY ETF TR (AVMC). 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
0.89% (2024 Q4)
Avg. % of fund
0.82%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 243,188 — 0% 0.89% $15.8M $69.22
2025 Q2 UNCHANGED 243,188 — 0% 0.89% $15.8M $65.69
2025 Q1 UNCHANGED 243,188 — 0% 0.89% $15.8M $61.32
2024 Q4 ADDED 243,188 +84,142 +52.9% 0.89% $15.8M $64.10
2024 Q3 INITIATED 159,046 — — 0.57% $10.2M $63.17
% of Fund (quarterly)    AVMC price (monthly, adj. close)

Other funds also holding AVMC

As of 2025 Q4 — sorted by position size

Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 4.89% McIlrath & Eck, LLC 3Y 7Y 4.89% Wealth Management Partners, LLC 3Y 4.09% Envision Financial Planning, LLC 3.68% Mendota Financial Group, LLC 3Y 3.29% Tiller Private Wealth, Inc. 3Y 7Y 2.55% Berger Financial Group, Inc 3Y 0.94% CGN Advisors LLC 3Y 0.94% WMG Financial Advisors, LLC 3Y 0.56% Quad-Cities Investment Group, LLC 3Y 7Y 0.55%
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