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American Centy Etf Tr avantis emgmkt shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of American Centy Etf Tr avantis emgmkt (AVEM) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in American Centy Etf Tr avantis emgmkt

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr avantis emgmkt held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr avantis emgmkt by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 32k 57.96
2023-12-31 $1.9M 34k 56.39

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding American Centy Etf Tr avantis emgmkt

Savant Capital Management
Mercer Global Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Haverford Trust Company
HighTower Advisors
HPM Partners
Pure Financial Advisors
Creative Planning
Wells Fargo & Company
Congress Wealth Management LLC / DE /
WMS Partners
Vista Wealth Management Group
Summit Financial Strategies
Beaird Harris Wealth Management
Gradient Investments

View all funds holding American Centy Etf Tr avantis emgmkt