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American Centy Etf Tr Intl Smcp Vlu shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of American Centy Etf Tr Intl Smcp Vlu (AVDV) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 159k 89.03
2025-06-30 $11M 139k 79.28
2025-03-31 $9.3M 134k 69.74

More positions owned by Pensionmark Financial Group

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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