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American Centy Etf Tr shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Centy Etf Tr by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 29k 65.83
2024-06-30 $753k 12k 62.84

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)
Ishares Tr Msci Intl Vlu Ft (IVLU)

View all positions for Prosperity Planning

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