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American Centy Etf Tr Us Sml Cp Valu shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in American Centy Etf Tr Us Sml Cp Valu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Sml Cp Valu held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.1M 89k 101.98
2025-09-30 $8.8M 88k 99.53
2025-06-30 $7.9M 87k 91.10

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Colony
LPL Financial
Truepoint
Mason Investment Advisory Services
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Buckingham Strategic Partners
Wells Fargo & Company
Plan
Advisor Group Holdings
HighTower Advisors
Unison Advisors
Warren Averett Asset Management

View all funds holding American Centy Etf Tr Us Sml Cp Valu