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American Centy Etf Tr shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in American Centy Etf Tr

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

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Quarterly reported holdings in American Centy Etf Tr by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 50k 65.83
2024-06-30 $375k 6.0k 62.84

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Pasadena Private Wealth

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