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American Centy Etf Tr Intl Smcp Vlu shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 170k 70.67
2024-06-30 $4.2M 63k 67.33

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares National Muni Bond Etf Etf (MUB)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Avantis International Small Cap Value Etf Etf (AVDV)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)

View all positions for Morton Brown Family Wealth

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