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American Centy Etf Tr shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in American Centy Etf Tr

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All positions including American Centy Etf Tr held by WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 189k 65.83
2024-06-30 $12M 194k 62.84
2024-03-31 $9.6M 149k 64.26

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

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
Apollon Wealth Management
TCG Advisory Services
Cannon Financial Strategists

View all funds holding American Centy Etf Tr