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American Centy Etf Tr Intl Smcp Vlu shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in American Centy Etf Tr Intl Smcp Vlu

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All positions including American Centy Etf Tr Intl Smcp Vlu held by HB 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 Intl Smcp Vlu by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 103k 89.03
2025-06-30 $9.2M 116k 79.28
2025-03-31 $8.9M 127k 69.74

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding American Centy Etf Tr Intl Smcp Vlu

Creative Planning
Jones Financial Companies, L.L
Savant Capital Management
Buckingham Strategic Partners
Colony
Accredited Investors
Mason Investment Advisory Services
Envestnet Asset Management
Modera Wealth Management
Pure Financial Advisors
Haverford Trust Company
HPM Partners
LPL Financial
American Century Companies
Unison Advisors

View all funds holding American Centy Etf Tr Intl Smcp Vlu