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American Centy Etf Tr Us Eqt Etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of American Centy Etf Tr Us Eqt Etf (AVUS) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in American Centy Etf Tr Us Eqt Etf

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All positions including American Centy Etf Tr Us Eqt Etf held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $25M 276k 90.19
2023-12-31 $19M 228k 81.55
2023-09-30 $1.5M 20k 73.26
2023-06-30 $504k 6.7k 75.19

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

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