Lakeridge Wealth Management »

American Centy Etf Tr avantis emgmkt shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $677k 11k 64.60
2024-06-30 $475k 7.8k 61.09
2024-03-31 $378k 6.5k 57.96

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

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