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American Centy Etf Tr shares owned by HB Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr (AVSD) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Centy Etf Tr by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $716k 9.6k 74.26
2025-09-30 $687k 9.6k 71.55
2025-06-30 $648k 9.6k 67.55
2025-03-31 $585k 9.8k 59.98

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding American Centy Etf Tr

Willow Creek Wealth Management
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FMR
TCG Advisory Services
Riverwater Partners
Mercer Global Advisors
LongView Asset Management
LPL Financial
Commonwealth Equity Services
HighTower Advisors
Warren Averett Asset Management
Colony
Henrickson Nauta Wealth Advisors
Greenspring Advisors

View all funds holding American Centy Etf Tr