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American Centy Etf Tr shares owned by ORBA Wealth Advisors

Quarter-by-quarter ownership of American Centy Etf Tr (AVIV) shares owned by ORBA Wealth Advisors from 13F filings

Historical chart of ORBA Wealth Advisors investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Centy Etf Tr by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 43k 56.14
2024-06-30 $2.2M 42k 52.44
2024-03-31 $2.1M 39k 54.08
2023-12-31 $2.0M 39k 51.48

More positions owned by ORBA Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for ORBA Wealth Advisors

Top funds holding American Centy Etf Tr

American Century Companies
Atwood & Palmer
PrairieView Partners
Financial Advisory Service
Websterrogers Financial Advisors
Allegiance Financial Group Advisory Services
Foundry Financial Group
Beaird Harris Wealth Management
Northland Capital Management
Envestnet Asset Management
Bayshore Asset Management
Aveo Capital Partners
Austin Wealth Management
WCG Wealth Advisors
Ritter Daniher Financial Advisory LLC / DE

View all funds holding American Centy Etf Tr