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American Centy Etf Tr Us Sml Cp Valu shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth 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 Intergy Private Wealth 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 Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 60k 93.71
2023-12-31 $5.2M 58k 89.80
2023-09-30 $4.3M 55k 77.95
2023-06-30 $3.0M 38k 77.61

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Cohen Steer Reit (ICF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Intergy Private Wealth

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Churchill Management Corp.
Truepoint
Buckingham Asset Management
Bank of America Corporation
3EDGE Asset Management
Unison Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Evensky & Katz
Commonwealth Equity Services
HighTower Advisors
Plan
TCI Wealth Advisors
CI Private Wealth
Carlson Capital Management

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