BWM Planning »

American Centy Etf Tr avantis emgmkt shares owned by BWM Planning

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

Historical chart of BWM Planning 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 BWM Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Centy Etf Tr avantis emgmkt by BWM Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 38k 64.60

More positions owned by BWM Planning

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis All Int (AVNM)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Us Quan Value (QVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for BWM Planning

Top funds holding American Centy Etf Tr avantis emgmkt

Savant Capital Management
Envestnet Asset Management
Morgan Stanley
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Haverford Trust Company
HPM Partners
Northwestern Mutual Wealth Management Company
HighTower Advisors
Pure Financial Advisors
Wells Fargo & Company
Jane Street
American Century Companies
Congress Wealth Management LLC / DE /
Creative Planning
LPL Financial

View all funds holding American Centy Etf Tr avantis emgmkt