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American Centy Etf Tr Us Sml Cp Valu shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management 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 HB Wealth Management 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $37M 375k 99.53
2025-06-30 $55M 605k 91.10
2025-03-31 $66M 752k 87.17

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Colony
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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