Orgel Wealth Management »

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

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

Historical chart of Orgel Wealth Management 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 Orgel Wealth Management 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 Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $431k 4.5k 95.95
2024-06-30 $418k 4.7k 89.72
2024-03-31 $436k 4.7k 93.71
2023-12-31 $422k 4.7k 89.80
2023-09-30 $515k 6.6k 77.95
2023-06-30 $512k 6.6k 77.61
2023-03-31 $569k 7.7k 74.06
2022-12-31 $573k 7.7k 74.51

More positions owned by Orgel Wealth Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
New York Life Invts Active E Nyli Mackay Muni (MMIN)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Orgel Wealth Management

Top funds holding American Centy Etf Tr Us Sml Cp Valu

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

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