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American Centy Etf Tr Us Eqt Etf shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of American Centy Etf Tr Us Eqt Etf (AVUS) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in American Centy Etf Tr Us Eqt Etf

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Eqt Etf held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Eqt Etf by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 331k 95.15
2024-06-30 $28M 311k 90.19
2024-03-31 $19M 212k 89.50
2023-12-31 $1.1M 14k 81.55

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple Call (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Grwt Allocat Etf (AOR)
American Centy Etf Tr Emerging Mkt Val (AVES)
NVIDIA Corporation (NVDA)

View all positions for BSW Wealth Partners

Top funds holding American Centy Etf Tr Us Eqt Etf

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
American Century Companies
Oak Root
Envestnet Asset Management
HighTower Advisors
Vista Wealth Management Group
LPL Financial
Northwestern Mutual Wealth Management Company
Creative Planning
Traphagen Investment Advisors
Morgan Stanley
Great Point Wealth Advisors
Waypoint Wealth Partners
RVW Wealth
Quantum Financial Advisors

View all funds holding American Centy Etf Tr Us Eqt Etf