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American Centy Etf Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of American Centy Etf Tr (AVIG) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr held by WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 34k 42.08
2025-06-30 $1.3M 32k 41.62

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Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding American Centy Etf Tr

AE Wealth Management
Envestnet Asset Management
Kuehl Shepherd Kozlowski & Associates
Hill Investment Group Partners
Pacific Life Fund Advisors
Simplicity Wealth
Buckingham Strategic Partners
LPL Financial
BCR Wealth Strategies
Echo Wealth Management
Regatta Capital Group
Highland Financial Advisors
Park Avenue Securities
Allegiance Financial Group Advisory Services
Centennial Wealth Advisory

View all funds holding American Centy Etf Tr