Lakeridge Wealth Management »

American Centy Etf Tr Intl Eqt Etf shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr Intl Eqt Etf (AVDE) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management 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 Intl Eqt Etf by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 43k 67.03
2024-06-30 $2.0M 32k 62.26
2024-03-31 $1.6M 26k 63.74

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding American Centy Etf Tr Intl Eqt Etf

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Wealth Enhancement Advisory Services
CI Private Wealth
Rockwood Wealth Management
HighTower Advisors
WMS Partners
American Century Companies
Oak Root
LPL Financial
Envestnet Asset Management
Vista Wealth Management Group
Waypoint Wealth Partners
Northwestern Mutual Wealth Management Company
Plan
Creative Planning

View all funds holding American Centy Etf Tr Intl Eqt Etf