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American Centy Etf Tr shares owned by UMA Financial Services

Quarter-by-quarter ownership of American Centy Etf Tr (AVGE) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 18k 66.67
2023-12-31 $1.1M 18k 64.11
2023-09-30 $1.1M 18k 58.57
2023-06-30 $847k 14k 60.22
2023-03-31 $788k 14k 58.46
2022-12-31 $789k 13k 59.05

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding American Centy Etf Tr

Paragon Advisors
Nova R Wealth
Wealthstream Advisors
Compass Ion Advisors
Intelligent Financial Strategies
LPL Financial
Index Fund Advisors
Sprinkle Financial Consultants
Commonwealth Equity Services
Advisory Services Network
Meredith Wealth Planning
WCG Wealth Advisors
Aveo Capital Partners
Collaborative Wealth Managment
SC&H Financial Advisors

View all funds holding American Centy Etf Tr