Summit Financial Strategies »

American Centy Etf Tr shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Centy Etf Tr by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $323k 5.0k 64.26

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

Top funds holding American Centy Etf Tr

Wealth Enhancement Advisory Services
Merriman Wealth Management
Pure Financial Advisors
Alesco Advisors
Northwestern Mutual Wealth Management Company
American Century Companies
Envestnet Asset Management
TCG Advisory Services
Bridgewater Advisors
Apollon Wealth Management
Park Avenue Securities
LPL Financial
Beaird Harris Wealth Management
Moisand Fitzgerald Tamayo
Commonwealth Equity Services

View all funds holding American Centy Etf Tr