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

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7M 80k 95.95
2024-03-31 $4.0M 42k 93.71
2023-12-31 $3.2M 36k 89.80

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

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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