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American Centy Etf Tr Us Sml Cp Valu shares owned by Heritage Financial Services

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services 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 Heritage Financial Services 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 Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 180k 99.53
2025-06-30 $15M 168k 91.10
2025-03-31 $9.5M 109k 87.17
2022-06-30 $26k 393 66.16

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

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