AMERICAN CENTY ETF TR

Ticker: AVLV CUSIP: 025072349 Class: US LARGE CAP VLU

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 103,898 Value ($000) $7,872 Avg Close — Range —
Q3 2025
Shares 90,901 Value ($000) $6,568 Avg Close — Range —
Q2 2025
Shares 77,169 Value ($000) $5,264 Avg Close — Range —
Q1 2025
Shares 42,637 Value ($000) $2,780 Avg Close — Range —
Q4 2024
Shares 30,657 Value ($000) $2,047 Avg Close — Range —
Q3 2024
Shares 25,099 Value ($000) $1,652 Avg Close — Range —
Q2 2024
Shares 19,683 Value ($000) $1,237 Avg Close — Range —
Q1 2024
Shares 7,053 Value ($000) $453 Avg Close — Range —