Summit Financial Strategies »

American Centy Etf Tr avantis emgmkt shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of American Centy Etf Tr avantis emgmkt (AVEM) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Centy Etf Tr avantis emgmkt by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $43M 746k 57.96

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

Top funds holding American Centy Etf Tr avantis emgmkt

Savant Capital Management
Envestnet Asset Management
Morgan Stanley
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Haverford Trust Company
HighTower Advisors
HPM Partners
American Century Companies
Pure Financial Advisors
Creative Planning
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Congress Wealth Management LLC / DE /
LPL Financial
WMS Partners

View all funds holding American Centy Etf Tr avantis emgmkt