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American Centy Etf Tr Us Sml Cp Valu shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in American Centy Etf Tr Us Sml Cp Valu

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All positions including American Centy Etf Tr Us Sml Cp Valu held by Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 71k 95.95
2024-06-30 $6.0M 67k 89.72
2024-03-31 $5.8M 62k 93.71
2023-12-31 $5.0M 56k 89.80
2023-09-30 $4.0M 51k 77.95
2023-06-30 $3.5M 45k 77.61
2023-03-31 $3.1M 42k 74.06
2022-12-31 $274k 3.7k 74.51

More positions owned by Collaborative Wealth Managment

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Global X Fds Us Pfd Etf (PFFD)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
LPL Financial
Merriman Wealth Management
Morgan Stanley
Mason Investment Advisory Services
Truepoint
Churchill Management Corp.
Envestnet Asset Management
Colony
Buckingham Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Advisor Group Holdings
Wells Fargo & Company
Unison Advisors

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