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

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

Historical chart of Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $138k 1.4k 99.53
2025-06-30 $127k 1.4k 91.10
2025-03-31 $121k 1.4k 87.17

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding American Centy Etf Tr Us Sml Cp Valu

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Truepoint
Morgan Stanley
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Buckingham Strategic Partners
Ameriprise Financial
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Unison Advisors
HighTower Advisors

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