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American Centy Etf Tr Us Sml Cp Valu shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors 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 Opal Wealth Advisors 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2M 96k 95.95
2024-06-30 $8.8M 98k 89.72
2024-03-31 $9.4M 100k 93.71
2023-12-31 $9.1M 101k 89.80

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Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr New York Mun Etf (NYF)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Nuveen Churchill Direct Lend Com Shs (NCDL)

View all positions for Opal Wealth Advisors

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Merriman Wealth Management
LPL Financial
Morgan Stanley
Mason Investment Advisory Services
Churchill Management Corp.
Truepoint
Buckingham Asset Management
Bank of America Corporation
Unison Advisors
Prime Capital Investment Advisors
Wells Fargo & Company
Evensky & Katz
Honkamp Krueger Financial Services
Empowered Funds

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