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American Centy Etf Tr shares owned by BSW Wealth Partners

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

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

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr 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 by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 185k 52.14
2024-06-30 $8.7M 178k 48.75
2024-03-31 $5.8M 122k 47.39
2023-12-31 $250k 5.4k 45.97

More positions owned by BSW Wealth Partners

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

View all positions for BSW Wealth Partners

Top funds holding American Centy Etf Tr

Merriman Wealth Management
Empowered Funds
American Century Companies
Armbruster Capital Management
Meredith Wealth Planning
Red Lighthouse Investment Management
BSW Wealth Partners
Pathstone Holdings
Jane Street
Anderson Hoagland & Co
Perigon Wealth Management
Allegiance Financial Group Advisory Services
Private Advisor
HighTower Advisors
CI Private Wealth

View all funds holding American Centy Etf Tr