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American Centy Etf Tr shares owned by Pine Harbor Wealth Management

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

Historical chart of Pine Harbor 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 Pine Harbor 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 Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 146k 72.26
2025-06-30 $7.7M 113k 68.21
2025-03-31 $5.9M 90k 65.21
2024-12-31 $4.7M 70k 66.77

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares U S Etf Tr Short Maturity M (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

View all positions for Pine Harbor Wealth Management

Top funds holding American Centy Etf Tr

Pnc Financial Services
Envestnet Asset Management
Wealth Enhancement Advisory Services
Ameriprise Financial
LPL Financial
HPM Partners
American Century Companies
Colony
Northwestern Mutual Wealth Management Company
Savant Capital Management
Falcon Wealth Planning
Brian McDonald
Prime Capital Investment Advisors
Pure Financial Advisors
Buckingham Strategic Partners

View all funds holding American Centy Etf Tr