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American Centy Etf Tr shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Centy Etf Tr by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.4M 117k 80.61
2025-12-31 $8.7M 114k 75.77

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding American Centy Etf Tr

Pnc Financial Services
Envestnet Asset Management
Ameriprise Financial
LPL Financial
HPM Partners
American Century Companies
Northwestern Mutual Wealth Management Company
Colony
Petersen Hastings Wealth Advisors
Falcon Wealth Planning
Warren Averett Asset Management
Savant Capital Management
Pure Financial Advisors
Moisand Fitzgerald Tamayo
Beaird Harris Wealth Management

View all funds holding American Centy Etf Tr