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American Centy Etf Tr shares owned by Planwiser Financial

Quarter-by-quarter ownership of American Centy Etf Tr (AVLV) shares owned by Planwiser Financial from 13F filings

Historical chart of Planwiser Financial investment in American Centy Etf Tr

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

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Quarterly reported holdings in American Centy Etf Tr by Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 78k 72.76
2025-06-30 $5.4M 77k 70.29
2025-03-31 $4.9M 78k 63.20

More positions owned by Planwiser Financial

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli High Yld (SPHY)

View all positions for Planwiser Financial

Top funds holding American Centy Etf Tr

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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