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American Centy Etf Tr shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Centy Etf Tr by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 85k 70.45
2024-06-30 $341k 5.4k 62.84

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

Top funds holding American Centy Etf Tr

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

View all funds holding American Centy Etf Tr