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American Centy Etf Tr shares owned by WR Wealth Planners

Quarter-by-quarter ownership of American Centy Etf Tr (AVSF) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Centy Etf Tr by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 177k 47.13
2024-06-30 $7.7M 167k 46.17
2024-03-31 $7.7M 167k 46.28

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding American Centy Etf Tr

Kuehl Shepherd Kozlowski & Associates
Simplicity Wealth
PrairieView Partners
Envestnet Asset Management
Creative Planning
Mattern Wealth Management
WR Wealth Planners
Park Avenue Securities
Fort Vancouver Investment Management
Strategic Blueprint
Trajan Wealth
LPL Financial
Flow Traders US
CI Private Wealth
Werba Rubin Papier Wealth Management

View all funds holding American Centy Etf Tr