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American Centy Etf Tr Intl Smcp Vlu shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of American Centy Etf Tr Intl Smcp Vlu (AVDV) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in American Centy Etf Tr Intl Smcp Vlu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Intl Smcp Vlu held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Intl Smcp Vlu by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.5M 70k 64.95
2024-03-31 $4.3M 66k 65.86
2023-12-31 $4.1M 66k 62.49

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding American Centy Etf Tr Intl Smcp Vlu

Jones Financial Companies, L.L
Savant Capital Management
Creative Planning
Colony
Buckingham Asset Management
Buckingham Strategic Partners
Mason Investment Advisory Services
Accredited Investors
Haverford Trust Company
Pure Financial Advisors
HPM Partners
Unison Advisors
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
CI Private Wealth

View all funds holding American Centy Etf Tr Intl Smcp Vlu