Executive Wealth Management »

American Centy Etf Tr shares owned by Executive Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr (AVLV) shares owned by Executive Wealth Management from 13F filings

Historical chart of Executive Wealth 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 Executive Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Centy Etf Tr by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 158k 65.83
2024-03-31 $8.6M 135k 64.14

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

Top funds holding American Centy Etf Tr

Wealth Enhancement Advisory Services
Merriman Wealth Management
Envestnet Asset Management
Pure Financial Advisors
Northwestern Mutual Wealth Management Company
Brian McDonald
Prime Capital Investment Advisors
American Century Companies
LPL Financial
Alesco Advisors
Falcon Wealth Planning
Cetera Investment Advisers
Beaird Harris Wealth Management
Apollon Wealth Management
TCG Advisory Services

View all funds holding American Centy Etf Tr