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

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

Historical chart of Summit 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 Summit 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 74k 95.15
2024-06-30 $4.9M 54k 90.19
2024-03-31 $1.1M 12k 89.50

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit 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