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American Centy Etf Tr shares owned by Forum Financial Management

Quarter-by-quarter ownership of American Centy Etf Tr (AVES) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in American Centy Etf Tr

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All positions including American Centy Etf Tr held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $872k 15k 57.37
2025-06-30 $814k 15k 53.55
2025-03-31 $717k 15k 47.16

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding American Centy Etf Tr

American Century Companies
Colony
Buckingham Strategic Partners
Armbruster Capital Management
Pathstone Holdings
Meredith Wealth Planning
HighTower Advisors
Envestnet Asset Management
Red Lighthouse Investment Management
BSW Wealth Partners
B&D White Capital Company
Austin Wealth Management
Allegiance Financial Group Advisory Services
Symmetry Partner
Anderson Hoagland & Co

View all funds holding American Centy Etf Tr