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American Centy Etf Tr Us Eqt Etf shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 64k 95.15
2024-06-30 $4.6M 52k 90.19
2024-03-31 $4.0M 45k 89.50

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

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