MB Generational Wealth »

American Centy Etf Tr Us Sml Cp Valu shares owned by MB Generational Wealth

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

Historical chart of MB Generational 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 MB Generational Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 219k 95.95
2024-06-30 $20M 224k 89.72
2024-03-31 $21M 219k 93.71
2023-12-31 $18M 197k 89.80

More positions owned by MB Generational Wealth

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)

View all positions for MB Generational Wealth

Top funds holding American Centy Etf Tr Us Sml Cp Valu

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

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