Dogwood Wealth Management LLC AMERICAN CENTY ETF TR Transaction History

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025
Number of Shares
132,936
Previous 139,379 4.62%
Holding current value
$8.53 Billion
Previous $9.42 Billion 9.35%
% of portfolio
4.49%
Previous 4.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
N/A
-6,443 Reduced 4.62%
132,936 $8.53 Billion
Q4 2024

Mar 04, 2025
SELL
N/A
-10,453 Reduced 6.98%
139,379 $9.42 Billion
Q3 2024

Feb 28, 2025
BUY
N/A
147,966 New
147,966 $9.77 Billion
Q2 2024

Mar 04, 2025
BUY
N/A
1,866 Added 1.26%
149,832 $9.4 Billion
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