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American Centy Etf Tr Intl Eqt Etf shares owned by Heritage Financial Services

Quarter-by-quarter ownership of American Centy Etf Tr Intl Eqt Etf (AVDE) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in American Centy Etf Tr Intl Eqt Etf

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Intl Eqt Etf held by Heritage 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 Intl Eqt Etf by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $327k 4.0k 82.32
2022-06-30 $158k 3.1k 50.72

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)

View all positions for Heritage Financial Services

Top funds holding American Centy Etf Tr Intl Eqt Etf

Ameriprise Financial
CI Private Wealth
Wealth Enhancement Advisory Services
Envestnet Asset Management
American Century Companies
LPL Financial
Northwestern Mutual Wealth Management Company
Rockwood Wealth Management
Pnc Financial Services
Vantagepoint Investment Advisers
HighTower Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Jane Street
HB Wealth Management
Mission Wealth Management

View all funds holding American Centy Etf Tr Intl Eqt Etf