AVIV — AMERICAN CENTY ETF TR

Ownership history in Wright Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Wright Wealth LLC reported a position in AMERICAN CENTY ETF TR (AVIV). 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
5.5% (2025 Q4)
Avg. % of fund
5.5%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 118,518 — — 5.50% $8.4M $71.14
% of Fund (quarterly)    AVIV price (monthly, adj. close)

Other funds also holding AVIV

As of 2025 Q4 — sorted by position size

Foundry Financial Group, Inc. 8.63% ATLas Financial Planning LLC 5.82% Paladin Advisory Group, LLC 3Y 5.21% Northland Capital Management LLC 3Y 4.48% IAG Wealth Partners, LLC 3Y 4.47% Allegiance Financial Group Advisory Services LLC 3Y 4.34% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 4.19% BAYSHORE ASSET MANAGEMENT, LLC 3Y 3.42% B&D White Capital Company, LLC 3Y 3.07% Austin Wealth Management, LLC 2.35%
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