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American Centy Etf Tr shares owned by Prosperity Planning

Quarter-by-quarter ownership of American Centy Etf Tr (AVIV) shares owned by Prosperity Planning from 13F filings

Historical chart of Prosperity Planning investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Centy Etf Tr by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 35k 51.90
2024-09-30 $1.2M 21k 56.14
2024-06-30 $445k 8.5k 52.44

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)
Cbre Group Cl A (CBRE)

View all positions for Prosperity Planning

Top funds holding American Centy Etf Tr

American Century Companies
PrairieView Partners
Atwood & Palmer
Financial Advisory Service
Life Planning Partners
Websterrogers Financial Advisors
Allegiance Financial Group Advisory Services
Foundry Financial Group
Global Strategic Investment Solutions
Buckingham Strategic Partners
Beaird Harris Wealth Management
Austin Wealth Management
Envestnet Asset Management
Bayshore Asset Management
Northland Capital Management

View all funds holding American Centy Etf Tr