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American Centy Etf Tr shares owned by TrustWell Financial Advisors

Quarter-by-quarter ownership of American Centy Etf Tr (AVUQ) shares owned by TrustWell Financial Advisors from 13F filings

Historical chart of TrustWell Financial 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 TrustWell Financial 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 TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.9M 157k 56.74
2025-12-31 $8.4M 140k 60.17

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding American Centy Etf Tr

Cresset Asset Management
Strategic Blueprint
Torren Management
TrustWell Financial Advisors
Goss Wealth Management
Three Arch Wealth Management
EnRich Financial Partners
True Wealth Design
Tortoise Investment Management
Legacy Financial Group
Haven Private
Citadel Advisors
Herold Advisors
Plan
Sankala Group

View all funds holding American Centy Etf Tr