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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
2024-12-31 $8.6M 186k 46.14
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)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
American Century U.s. Quality Growth Etf Etf (QGRO)
Microsoft Corp Stock (MSFT)
Capital Group Growth Etf Etf (CGGR)
First Trust Low Duration Opportunities Etf Etf (LMBS)

View all positions for WR Wealth Planners

Top funds holding American Centy Etf Tr

PrairieView Partners
Savant Capital Management
Kuehl Shepherd Kozlowski & Associates
Simplicity Wealth
Envestnet Asset Management
Pacific Life Fund Advisors
Creative Planning
Park Avenue Securities
Mattern Wealth Management
Strategic Blueprint
Fort Vancouver Investment Management
LPL Financial
Werba Rubin Papier Wealth Management
Buckingham Strategic Partners
Jane Street

View all funds holding American Centy Etf Tr