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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

Tip: Access up to 7 years of quarterly data

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
2023-12-31 $11M 182k 57.76

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Qualcomm Put Option (QCOM)
Microsoft Corporation Put Option (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding American Centy Etf Tr

Wealth Enhancement Advisory Services
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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