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American Centy Etf Tr Us Sml Cp Valu shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord 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 Sml Cp Valu by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2M 83k 99.53
2025-06-30 $7.4M 82k 91.10
2025-03-31 $7.1M 82k 87.17

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Broadcom (AVGO)

View all positions for Concord Wealth Partners

Top funds holding American Centy Etf Tr Us Sml Cp Valu

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

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