AMERICAN CENTY ETF TR

Ticker: AVEM CUSIP: 025072604 Class: AVANTIS EMGMKT

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

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

Q4 2025
Shares 76,198 Value ($000) $5,869 Avg Close — Range —
Q3 2025
Shares 73,106 Value ($000) $5,491 Avg Close — Range —
Q2 2025
Shares 70,307 Value ($000) $4,819 Avg Close — Range —
Q1 2025
Shares 56,694 Value ($000) $3,411 Avg Close — Range —
Q4 2024
Shares 45,142 Value ($000) $2,654 Avg Close — Range —
Q3 2024
Shares 40,909 Value ($000) $2,643 Avg Close — Range —
Q2 2024
Shares 33,292 Value ($000) $2,034 Avg Close — Range —
Q1 2024
Shares 18,442 Value ($000) $1,069 Avg Close — Range —
Q4 2023
Shares 4,538 Value ($000) $256 Avg Close — Range —