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American Centy Etf Tr Us Sml Cp Valu shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in American Centy Etf Tr Us Sml Cp Valu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Sml Cp Valu held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $436k 4.7k 93.71
2023-12-31 $422k 4.7k 89.80
2023-09-30 $515k 6.6k 77.95
2023-06-30 $512k 6.6k 77.61
2023-03-31 $569k 7.7k 74.06
2022-12-31 $573k 7.7k 74.51

More positions owned by Orgel Wealth Management

Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Orgel Wealth Management

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Churchill Management Corp.
Truepoint
Buckingham Asset Management
Bank of America Corporation
3EDGE Asset Management
Unison Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Evensky & Katz
Commonwealth Equity Services
HighTower Advisors
Plan
TCI Wealth Advisors
CI Private Wealth
Carlson Capital Management

View all funds holding American Centy Etf Tr Us Sml Cp Valu