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American Centy Etf Tr shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth 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 Falcon Wealth 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $40M 616k 64.26
2023-12-31 $16M 279k 57.76

More positions owned by Falcon Wealth Planning

Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Falcon Wealth Planning

Top funds holding American Centy Etf Tr

Wealth Enhancement Advisory Services
Pure Financial Advisors
Alesco Advisors
TCG Advisory Services
Bridgewater Advisors
Park Avenue Securities
Moisand Fitzgerald Tamayo
Beaird Harris Wealth Management
Commonwealth Equity Services
Falcon Wealth Planning
Apollon Wealth Management
Watch Point Trust
Warren Averett Asset Management
Financial Advisory Service
Opus Capital Group

View all funds holding American Centy Etf Tr