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American Centy Etf Tr shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of American Centy Etf Tr (AVIE) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $104k 1.7k 63.05
2025-06-30 $101k 1.7k 61.02
2025-03-31 $106k 1.7k 64.43
2024-12-31 $115k 1.9k 60.14
2024-09-30 $36k 559 64.47
2024-06-30 $35k 559 62.08

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding American Centy Etf Tr

Plan
Citadel Advisors
Kuehl Shepherd Kozlowski & Associates
Geneos Wealth Management
Elevate Wealth Advisory

View all funds holding American Centy Etf Tr