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American Centy Etf Tr shares owned by BWM Planning

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

Historical chart of BWM 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 BWM 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 BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 260k 70.60
2025-06-30 $16M 239k 65.31
2025-03-31 $11M 193k 58.31
2024-12-31 $9.6M 176k 54.77
2024-09-30 $9.3M 155k 60.01

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis All Int (AVNM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

Top funds holding American Centy Etf Tr

Merit Financial Group
Geometric Wealth Advisors
Commonwealth Equity Services
Wealth Management Partners
BWM Planning
Branch Banking & Trust Company
Envestnet Asset Management
B&D White Capital Company
Peak Asset Management
Ausdal Financial Partners
Edge Financial Advisors
Thoroughbred Financial Services
Advisor Group Holdings
Altus Wealth Group
Cobblestone Capital Advisors

View all funds holding American Centy Etf Tr