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American Centy Etf Tr Us Eqt Etf shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 145k 90.19
2024-03-31 $14M 156k 89.50
2023-12-31 $12M 152k 81.55
2023-09-30 $11M 153k 73.26
2023-06-30 $12M 156k 75.19
2023-03-31 $10M 145k 70.88

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding American Centy Etf Tr Us Eqt Etf

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

View all funds holding American Centy Etf Tr Us Eqt Etf