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American Centy Etf Tr avantis emgmkt shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of American Centy Etf Tr avantis emgmkt (AVEM) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in American Centy Etf Tr avantis emgmkt

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr avantis emgmkt held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr avantis emgmkt by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.6M 132k 57.96
2023-12-31 $791k 14k 56.39

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

Top funds holding American Centy Etf Tr avantis emgmkt

Savant Capital Management
Mercer Global Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Haverford Trust Company
HPM Partners
Pure Financial Advisors
Creative Planning
HighTower Advisors
Congress Wealth Management LLC / DE /
Wells Fargo & Company
WMS Partners
CI Private Wealth
Vista Wealth Management Group
Beaird Harris Wealth Management
Gradient Investments

View all funds holding American Centy Etf Tr avantis emgmkt