Summit Wealth Partners »

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

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

Historical chart of Summit 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 Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 41k 64.60
2024-06-30 $2.0M 33k 61.09
2024-03-31 $1.1M 18k 57.96
2023-12-31 $256k 4.5k 56.39

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit Wealth Partners

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