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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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $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)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
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 Inc (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 Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding American Centy Etf Tr avantis emgmkt

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

View all funds holding American Centy Etf Tr avantis emgmkt