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American Centy Etf Tr shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0M 63k 78.62

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View all positions for Holistic Planning

Top funds holding American Centy Etf Tr

Oak Root
Pacific Life Fund Advisors
Beaird Harris Wealth Management
Envestnet Asset Management
Cypress Point Wealth Management
Ridgeline Wealth
LPL Financial
Grimes & Company
Park Avenue Securities
Simplicity Wealth
Buttonwood Financial Group
Jpmorgan Chase & Co
Well Done
Networth Advisors
Global Strategic Investment Solutions

View all funds holding American Centy Etf Tr