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American Centy Etf Tr shares owned by Trellis Wealth Advisors

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

Historical chart of Trellis Wealth 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 Trellis 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 Trellis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $501k 9.1k 55.32
2024-06-30 $469k 9.1k 51.75
2024-03-31 $444k 9.1k 49.06
2023-12-31 $434k 9.1k 47.95

More positions owned by Trellis Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Avantis Respon U (AVSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Avantis Responsi (AVSD)
Apple (AAPL)

View all positions for Trellis Wealth Advisors

Top funds holding American Centy Etf Tr

CI Private Wealth
HighTower Advisors
Jane Street
Commonwealth Equity Services
Mariner Wealth Advisors
Trademark Financial Management
Old Mission Capital
Opes Wealth Management
Citadel Advisors
Highland Financial Advisors
Northland Capital Management
Asset Dedication
Merriman Wealth Management
Wealthstream Advisors
Journey Strategic Wealth

View all funds holding American Centy Etf Tr