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American Centy Etf Tr shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Centy Etf Tr by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 3.0k 71.99
2025-06-30 $207k 3.0k 68.21

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Royce Value Trust (RVT)
Adams Express Company (ADX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Proshares Tr Large Cap Cre (CSM)
Jefferies Finl Group (JEF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Commerce Bancshares (CBSH)

View all positions for Waterfront Wealth

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