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American Centy Etf Tr shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in American Centy Etf Tr

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 205k 72.26
2025-06-30 $14M 207k 68.21
2025-03-31 $13M 196k 65.21
2024-12-31 $13M 190k 66.77
2024-09-30 $13M 200k 65.83
2024-06-30 $12M 195k 62.84
2024-03-31 $12M 187k 64.26
2023-12-31 $11M 182k 57.76